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 | $29,566 | $86,929-66.0% | $102,423-71.1% | $80,856-63.4% |
| Participation rate | 59.6% | 72.4%-12.8pp | 76.5%-16.9pp | 67.6%-8.1pp |
| Annual return | 17.26% | 18.88%-1.6pp | 29.32%-12.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,019 | $2,369-57.0% | $3,023-66.3% | $2,755-63.0% |
| Participant deferral / active EE | $4,893 | $4,118+18.8% | $5,053-3.2% | $4,296+13.9% |
| Admin fee / account holder | $4,912 | $8,049-39.0% | $9,451-48.0% | $6,918-29.0% |