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 | $17,756 | $81,446-78.2% | $103,374-82.8% | $80,874-78.0% |
| Participation rate | 55.2% | 66.9%-11.7pp | 74.5%-19.3pp | 67.6%-12.5pp |
| Annual return | 14.11% | 25.57%-11.5pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,156 | $3,107-62.8% | $3,869-70.1% | $2,756-58.0% |
| Participant deferral / active EE | $1,850 | $3,870-52.2% | $5,058-63.4% | $4,297-56.9% |
| Admin fee / account holder | $1,705 | $6,715-74.6% | $8,394-79.7% | $6,935-75.4% |