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 | $11,485 | $74,927-84.7% | $101,794-88.7% | $84,808-86.5% |
| Participation rate | 69.6% | 61.4%+8.2pp | 69.2%+0.4pp | 68.3%+1.3pp |
| Annual return | 21.00% | 18.70%+2.3pp | 30.53%-9.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $809 | $1,522-46.8% | $2,289-64.7% | $2,631-69.2% |
| Participant deferral / active EE | $2,081 | $3,099-32.9% | $4,084-49.1% | $4,212-50.6% |
| Admin fee / account holder | $878 | $6,514-86.5% | $8,777-90.0% | $7,344-88.0% |