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 | $4,278 | $57,590-92.6% | $86,233-95.0% | $82,448-94.8% |
| Participation rate | 65.5% | 57.9%+7.7pp | 69.0%-3.5pp | 68.1%-2.6pp |
| Annual return | 17.47% | 22.41%-4.9pp | 61.39%-43.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,000 | $3,080-67.5% | $4,559-78.1% | $4,139-75.9% |
| Admin fee / account holder | $892 | $4,730-81.2% | $8,342-89.3% | $7,234-87.7% |