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 | $23,824 | $78,705-69.7% | $117,854-79.8% | $70,131-66.0% |
| Participation rate | 65.9% | 73.2%-7.3pp | 79.7%-13.8pp | 69.5%-3.7pp |
| Annual return | 15.96% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,667 | $2,223-25.0% | $3,786-56.0% | $2,342-28.8% |
| Participant deferral / active EE | $3,139 | $3,297-4.8% | $4,482-30.0% | $3,332-5.8% |
| Admin fee / account holder | $3,219 | $5,065-36.4% | $8,020-59.9% | $4,645-30.7% |