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 | $24,797 | $83,477-70.3% | $125,175-80.2% | $72,985-66.0% |
| Participation rate | 61.7% | 73.3%-11.6pp | 79.8%-18.1pp | 69.5%-7.8pp |
| Annual return | 21.68% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,486 | $2,345-36.6% | $3,865-61.5% | $2,440-39.1% |
| Participant deferral / active EE | $2,499 | $3,585-30.3% | $4,937-49.4% | $3,607-30.7% |
| Admin fee / account holder | $3,389 | $5,517-38.6% | $9,702-65.1% | $5,124-33.9% |