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 | $20,089 | $109,413-81.6% | $156,263-87.1% | $84,808-76.3% |
| Participation rate | 56.3% | 72.7%-16.4pp | 78.9%-22.7pp | 68.3%-12.1pp |
| Annual return | 18.97% | 20.18%-1.2pp | 59.47%-40.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,359 | $2,907-53.2% | $4,333-68.6% | $2,631-48.3% |
| Participant deferral / active EE | $2,153 | $4,590-53.1% | $6,158-65.0% | $4,212-48.9% |
| Admin fee / account holder | $2,016 | $9,357-78.5% | $14,255-85.9% | $7,344-72.5% |