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 | $14,273 | $106,749-86.6% | $145,433-90.2% | $82,448-82.7% |
| Participation rate | 53.6% | 75.6%-22.1pp | 82.1%-28.5pp | 68.1%-14.5pp |
| Annual return | 23.76% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $835 | $3,444-75.8% | $4,554-81.7% | $2,551-67.3% |
| Participant deferral / active EE | $2,521 | $6,519-61.3% | $7,897-68.1% | $4,139-39.1% |
| Admin fee / account holder | $505 | $8,390-94.0% | $13,129-96.2% | $7,234-93.0% |