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 | $29,354 | $109,413-73.2% | $156,263-81.2% | $84,808-65.4% |
| Participation rate | 46.0% | 72.7%-26.7pp | 78.9%-32.9pp | 68.3%-22.3pp |
| Annual return | 19.23% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,220 | $2,907-58.0% | $4,333-71.8% | $2,631-53.6% |
| Participant deferral / active EE | $2,242 | $4,590-51.2% | $6,158-63.6% | $4,212-46.8% |
| Admin fee / account holder | $964 | $9,357-89.7% | $14,255-93.2% | $7,344-86.9% |