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 3-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 | $15,598 | $81,460-80.9% | $103,333-84.9% | $80,856-80.7% |
| Participation rate | 51.3% | 66.8%-15.6pp | 74.5%-23.2pp | 67.6%-16.4pp |
| Annual return | 29.96% | 25.55%+4.4pp | 24.88%+5.1pp | 35.59%-5.6pp |
| Employer contribution / active EE | $2,975 | $3,105-4.2% | $3,868-23.1% | $2,755+8.0% |
| Participant deferral / active EE | $2,409 | $3,869-37.7% | $5,057-52.4% | $4,296-43.9% |
| Admin fee / account holder | $578 | $6,566-91.2% | $8,355-93.1% | $6,918-91.6% |