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 | $22,584 | $86,922-74.0% | $102,438-78.0% | $80,874-72.1% |
| Participation rate | 56.6% | 72.4%-15.8pp | 76.5%-19.9pp | 67.6%-11.0pp |
| Annual return | 35.42% | 18.90%+16.5pp | 29.37%+6.0pp | 35.62%-0.2pp |
| Employer contribution / active EE | $1,305 | $2,369-44.9% | $3,024-56.8% | $2,756-52.6% |
| Participant deferral / active EE | $2,429 | $4,119-41.0% | $5,054-51.9% | $4,297-43.5% |
| Admin fee / account holder | $2,131 | $8,050-73.5% | $9,448-77.4% | $6,935-69.3% |