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 | $30,180 | $101,724-70.3% | $164,813-81.7% | $80,856-62.7% |
| Participation rate | 67.8% | 71.8%-4.0pp | 78.6%-10.8pp | 67.6%+0.2pp |
| Annual return | 0.00% | 16.72%-16.7pp | 69.93%-69.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,335 | $2,953-20.9% | $4,341-46.2% | $2,755-15.2% |
| Participant deferral / active EE | $5,440 | $4,477+21.5% | $6,031-9.8% | $4,296+26.6% |
| Admin fee / account holder | $7,775 | $8,227-5.5% | $12,690-38.7% | $6,918+12.4% |