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 6-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 | $14,666 | $71,050-79.4% | $93,606-84.3% | $80,856-81.9% |
| Participation rate | 36.5% | 60.4%-23.9pp | 68.7%-32.2pp | 67.6%-31.1pp |
| Annual return | 14.54% | 11.26%+3.3pp | 133.20%-118.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,228 | $1,564-21.5% | $2,420-49.3% | $2,755-55.4% |
| Participant deferral / active EE | $1,772 | $4,034-56.1% | $4,411-59.8% | $4,296-58.8% |
| Admin fee / account holder | $4,838 | $6,945-30.3% | $8,285-41.6% | $6,918-30.1% |