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 | $19,904 | $98,750-79.8% | $149,696-86.7% | $79,858-75.1% |
| Participation rate | 58.8% | 75.8%-16.9pp | 82.5%-23.7pp | 69.6%-10.8pp |
| Annual return | 16.97% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,103 | $3,216-65.7% | $4,644-76.2% | $2,471-55.3% |
| Participant deferral / active EE | $2,596 | $5,680-54.3% | $6,842-62.1% | $3,740-30.6% |
| Admin fee / account holder | $713 | $6,053-88.2% | $9,309-92.3% | $5,306-86.6% |