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 5-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 | $23,881 | $94,625-74.8% | $116,228-79.5% | $84,808-71.8% |
| Participation rate | 67.9% | 70.4%-2.6pp | 74.6%-6.7pp | 68.3%-0.5pp |
| Annual return | 18.72% | 20.40%-1.7pp | 90.06%-71.3pp | 40.90%-22.2pp |
| Employer contribution / active EE | $929 | $2,347-60.4% | $2,994-69.0% | $2,631-64.7% |
| Participant deferral / active EE | $3,303 | $3,972-16.8% | $4,953-33.3% | $4,212-21.6% |
| Admin fee / account holder | $2,166 | $10,091-78.5% | $11,989-81.9% | $7,344-70.5% |