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 4-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 | $11,604 | $73,933-84.3% | $96,683-88.0% | $75,163-84.6% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 27.14% | 26.70%+0.4pp | 35.69%-8.6pp | 160.62%-133.5pp |
| Employer contribution / active EE | $1,194 | $2,928-59.2% | $3,737-68.1% | $2,670-55.3% |
| Participant deferral / active EE | $2,249 | $3,659-38.5% | $4,878-53.9% | $4,125-45.5% |
| Admin fee / account holder | $1,271 | $5,216-75.6% | $6,730-81.1% | $5,651-77.5% |