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 | $31,731 | $87,870-63.9% | $113,168-72.0% | $74,304-57.3% |
| Participation rate | 47.3% | 70.7%-23.4pp | 76.6%-29.2pp | 60.3%-13.0pp |
| Annual return | 18.12% | 26.44%-8.3pp | 24.27%-6.1pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,560 | $2,277-31.5% | $2,975-47.6% | $2,241-30.4% |
| Participant deferral / active EE | $3,101 | $4,241-26.9% | $5,107-39.3% | $3,767-17.7% |
| Admin fee / account holder | $1,731 | $3,368-48.6% | $12,068-85.7% | $2,969-41.7% |