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 | $13,152 | $159,602-91.8% | $150,045-91.2% | $142,382-90.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 32.87% | 70.24%-37.4pp | 62.55%-29.7pp | 217.08%-184.2pp |
| Employer contribution / active EE | $2,607 | $4,961-47.4% | $4,693-44.4% | $4,299-39.4% |
| Participant deferral / active EE | $2,975 | $8,310-64.2% | $7,997-62.8% | $6,507-54.3% |
| Admin fee / account holder | $2,597 | $14,846-82.5% | $13,435-80.7% | $12,624-79.4% |