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 | $35,633 | $138,347-74.2% | $184,203-80.7% | $80,856-55.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 86.8%-26.8pp | 67.6%-7.6pp |
| Annual return | 17.87% | 20.02%-2.1pp | 28.81%-10.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,852 | $4,850-61.8% | $6,427-71.2% | $2,755-32.8% |
| Participant deferral / active EE | $5,491 | $7,071-22.3% | $9,131-39.9% | $4,296+27.8% |
| Admin fee / account holder | $533 | $10,483-94.9% | $13,901-96.2% | $6,918-92.3% |