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 | $26,926 | $66,098-59.3% | $101,794-73.5% | $74,304-63.8% |
| Participation rate | 23.6% | 53.8%-30.2pp | 69.2%-45.6pp | 60.3%-36.8pp |
| Annual return | 41.00% | 19.59%+21.4pp | 30.53%+10.5pp | 29.43%+11.6pp |
| Employer contribution / active EE | $396 | $1,082-63.4% | $2,289-82.7% | $2,241-82.3% |
| Participant deferral / active EE | $1,181 | $2,781-57.5% | $4,084-71.1% | $3,767-68.6% |
| Admin fee / account holder | $572 | $4,146-86.2% | $8,777-93.5% | $2,969-80.7% |