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 | $14,573 | $68,914-78.9% | $136,749-89.3% | $74,304-80.4% |
| Participation rate | 29.0% | 51.3%-22.4pp | 72.1%-43.2pp | 60.3%-31.4pp |
| Annual return | 29.20% | 16.34%+12.9pp | 24.33%+4.9pp | 29.43%-0.2pp |
| Employer contribution / active EE | $957 | $1,561-38.7% | $3,400-71.8% | $2,241-57.3% |
| Participant deferral / active EE | $1,374 | $2,541-45.9% | $4,692-70.7% | $3,767-63.5% |
| Admin fee / account holder | $1,778 | $3,149-43.5% | $11,386-84.4% | $2,969-40.1% |