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 | $94,031-74.6% | $115,768-79.4% | $82,448-71.0% |
| Participation rate | 67.9% | 70.4%-2.6pp | 74.4%-6.5pp | 68.1%-0.2pp |
| Annual return | 18.72% | 20.61%-1.9pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $929 | $2,323-60.0% | $2,940-68.4% | $2,551-63.6% |
| Participant deferral / active EE | $3,303 | $3,972-16.8% | $4,917-32.8% | $4,139-20.2% |
| Admin fee / account holder | $2,166 | $10,249-78.9% | $12,439-82.6% | $7,234-70.1% |