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 | $28,000 | $80,705-65.3% | $115,768-75.8% | $67,986-58.8% |
| Participation rate | 61.7% | 63.0%-1.3pp | 74.4%-12.7pp | 57.2%+4.5pp |
| Annual return | 33.85% | 18.49%+15.4pp | 100.46%-66.6pp | 31.67%+2.2pp |
| Employer contribution / active EE | $1,595 | $2,046-22.1% | $2,940-45.8% | $2,019-21.0% |
| Participant deferral / active EE | $3,370 | $3,559-5.3% | $4,917-31.5% | $3,358+0.4% |
| Admin fee / account holder | $1,636 | $4,135-60.4% | $12,439-86.8% | $3,203-48.9% |