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 | $23,980 | $125,758-80.9% | $169,993-85.9% | $75,163-68.1% |
| Participation rate | 55.3% | 83.6%-28.3pp | 87.0%-31.7pp | 67.2%-11.9pp |
| Annual return | 23.98% | 27.20%-3.2pp | 53.37%-29.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $2,898 | $4,615-37.2% | $6,785-57.3% | $2,670+8.6% |
| Participant deferral / active EE | $5,448 | $6,837-20.3% | $10,408-47.7% | $4,125+32.1% |
| Admin fee / account holder | $4,926 | $8,173-39.7% | $12,815-61.6% | $5,651-12.8% |