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 | $29,576 | $100,923-70.7% | $150,045-80.3% | $74,304-60.2% |
| Participation rate | 61.6% | 70.1%-8.5pp | 82.3%-20.7pp | 60.3%+1.3pp |
| Annual return | 20.24% | 51.77%-31.5pp | 62.55%-42.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $2,406 | $3,463-30.5% | $4,693-48.7% | $2,241+7.4% |
| Participant deferral / active EE | $4,174 | $6,709-37.8% | $7,997-47.8% | $3,767+10.8% |
| Admin fee / account holder | $602 | $2,767-78.3% | $13,435-95.5% | $2,969-79.7% |