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 | $26,720 | $80,968-67.0% | $96,544-72.3% | $75,163-64.5% |
| Participation rate | 56.7% | 71.8%-15.1pp | 76.0%-19.3pp | 67.2%-10.5pp |
| Annual return | 18.53% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,679 | $2,282+17.4% | $2,965-9.6% | $2,670+0.3% |
| Participant deferral / active EE | $5,471 | $3,928+39.3% | $4,851+12.8% | $4,125+32.6% |
| Admin fee / account holder | $756 | $6,724-88.8% | $8,252-90.8% | $5,651-86.6% |