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 | $84,556-66.9% | $116,228-75.9% | $74,304-62.3% |
| Participation rate | 61.7% | 66.0%-4.3pp | 74.6%-12.8pp | 60.3%+1.4pp |
| Annual return | 33.85% | 18.35%+15.5pp | 90.06%-56.2pp | 29.43%+4.4pp |
| Employer contribution / active EE | $1,595 | $2,168-26.4% | $2,994-46.7% | $2,241-28.8% |
| Participant deferral / active EE | $3,370 | $3,814-11.7% | $4,953-32.0% | $3,767-10.5% |
| Admin fee / account holder | $1,636 | $3,792-56.9% | $11,989-86.4% | $2,969-44.9% |