See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,922 | $67,606-75.0% | $82,313-79.4% | $70,131-75.9% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 13.04% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $957 | $1,755-45.5% | $2,428-60.6% | $2,342-59.2% |
| Participant deferral / active EE | $1,453 | $2,987-51.4% | $3,706-60.8% | $3,332-56.4% |
| Admin fee / account holder | $2,233 | $4,512-50.5% | $5,608-60.2% | $4,645-51.9% |