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 | $11,360 | $94,625-88.0% | $116,228-90.2% | $84,808-86.6% |
| Participation rate | 63.3% | 70.4%-7.1pp | 74.6%-11.2pp | 68.3%-5.0pp |
| Annual return | 17.89% | 20.40%-2.5pp | 90.06%-72.2pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,459 | $2,347-37.8% | $2,994-51.3% | $2,631-44.5% |
| Participant deferral / active EE | $1,916 | $3,972-51.8% | $4,953-61.3% | $4,212-54.5% |
| Admin fee / account holder | $1,444 | $10,091-85.7% | $11,989-88.0% | $7,344-80.3% |