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 | $13,724 | $101,724-86.5% | $164,813-91.7% | $80,856-83.0% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.6%-3.4pp |
| Annual return | 17.41% | 16.72%+0.7pp | 69.93%-52.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,140 | $2,953-61.4% | $4,341-73.7% | $2,755-58.6% |
| Participant deferral / active EE | $3,301 | $4,477-26.3% | $6,031-45.3% | $4,296-23.2% |
| Admin fee / account holder | $3,221 | $8,227-60.8% | $12,690-74.6% | $6,918-53.4% |