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 4-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 | $28,023 | $69,477-59.7% | $94,646-70.4% | $71,457-60.8% |
| Participation rate | 68.2% | 78.4%-10.3pp | 80.8%-12.6pp | 67.9%+0.3pp |
| Annual return | 17.12% | 29.66%-12.5pp | 156.71%-139.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $950 | $2,853-66.7% | $3,672-74.1% | $2,588-63.3% |
| Participant deferral / active EE | $3,588 | $7,345-51.2% | $7,418-51.6% | $4,289-16.3% |
| Admin fee / account holder | $4,093 | $1,210+238.4% | $7,231-43.4% | $1,587+157.9% |