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 | $73,787-84.4% | $98,716-88.4% | $82,448-86.1% |
| Participation rate | 69.6% | 61.4%+8.2pp | 69.3%+0.3pp | 68.1%+1.5pp |
| Annual return | 21.00% | 18.57%+2.4pp | 31.81%-10.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $809 | $1,511-46.5% | $2,279-64.5% | $2,551-68.3% |
| Participant deferral / active EE | $2,081 | $3,081-32.5% | $4,048-48.6% | $4,139-49.7% |
| Admin fee / account holder | $878 | $6,500-86.5% | $8,703-89.9% | $7,234-87.9% |