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 | $21,795 | $138,347-84.2% | $184,203-88.2% | $80,856-73.0% |
| Participation rate | 69.5% | 83.9%-14.4pp | 86.8%-17.3pp | 67.6%+1.9pp |
| Annual return | 12.00% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,018 | $4,850-58.4% | $6,427-68.6% | $2,755-26.8% |
| Participant deferral / active EE | $4,669 | $7,071-34.0% | $9,131-48.9% | $4,296+8.7% |
| Admin fee / account holder | $7,350 | $10,483-29.9% | $13,901-47.1% | $6,918+6.2% |