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 | $24,088 | $98,750-75.6% | $149,696-83.9% | $79,858-69.8% |
| Participation rate | 55.0% | 75.8%-20.8pp | 82.5%-27.5pp | 69.6%-14.6pp |
| Annual return | 15.17% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,143 | $3,216-64.5% | $4,644-75.4% | $2,471-53.7% |
| Participant deferral / active EE | $3,120 | $5,680-45.1% | $6,842-54.4% | $3,740-16.6% |
| Admin fee / account holder | $1,987 | $6,053-67.2% | $9,309-78.7% | $5,306-62.5% |