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 6-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 | $18,499 | $72,277-74.4% | $101,248-81.7% | $79,858-76.8% |
| Participation rate | 52.5% | 68.5%-16.0pp | 75.8%-23.3pp | 69.6%-17.1pp |
| Annual return | 19.65% | 22.30%-2.6pp | 46.47%-26.8pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,536 | $2,692-42.9% | $3,660-58.0% | $2,471-37.8% |
| Participant deferral / active EE | $2,465 | $3,282-24.9% | $4,370-43.6% | $3,740-34.1% |
| Admin fee / account holder | $852 | $4,400-80.6% | $5,945-85.7% | $5,306-83.9% |