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 5-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 | $20,217 | $79,944-74.7% | $98,439-79.5% | $75,163-73.1% |
| Participation rate | 55.2% | 70.4%-15.2pp | 75.2%-20.0pp | 67.2%-12.0pp |
| Annual return | 24.58% | 19.75%+4.8pp | 21.16%+3.4pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,202 | $2,264-46.9% | $3,048-60.5% | $2,670-55.0% |
| Participant deferral / active EE | $3,013 | $3,752-19.7% | $4,738-36.4% | $4,125-26.9% |
| Admin fee / account holder | $379 | $6,840-94.5% | $8,948-95.8% | $5,651-93.3% |