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 | $28,481 | $94,625-69.9% | $116,228-75.5% | $84,808-66.4% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.6%-28.4pp | 68.3%-22.2pp |
| Annual return | 16.02% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,083 | $2,347-11.2% | $2,994-30.4% | $2,631-20.8% |
| Participant deferral / active EE | $4,042 | $3,972+1.8% | $4,953-18.4% | $4,212-4.0% |
| Admin fee / account holder | $7,407 | $10,091-26.6% | $11,989-38.2% | $7,344+0.9% |