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 | $6,756 | $49,915-86.5% | $154,803-95.6% | $74,304-90.9% |
| Participation rate | 26.6% | 54.0%-27.3pp | 78.1%-51.5pp | 60.3%-33.7pp |
| Annual return | 26.52% | 34.06%-7.5pp | 58.88%-32.4pp | 29.43%-2.9pp |
| Employer contribution / active EE | $357 | $1,611-77.8% | $4,305-91.7% | $2,241-84.1% |
| Participant deferral / active EE | $779 | $2,255-65.4% | $5,540-85.9% | $3,767-79.3% |
| Admin fee / account holder | $1,092 | $2,189-50.1% | $14,329-92.4% | $2,969-63.2% |