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 | $9,610 | $117,983-91.9% | $101,794-90.6% | $142,382-93.3% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 20.41% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,085 | $2,773-60.9% | $2,289-52.6% | $4,299-74.8% |
| Participant deferral / active EE | $3,765 | $4,714-20.1% | $4,084-7.8% | $6,507-42.1% |
| Admin fee / account holder | $552 | $10,433-94.7% | $8,777-93.7% | $12,624-95.6% |