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 | $11,675 | $67,894-82.8% | $89,340-86.9% | $82,448-85.8% |
| Participation rate | 60.0% | 64.0%-4.0pp | 69.6%-9.6pp | 68.1%-8.1pp |
| Annual return | 22.92% | 19.21%+3.7pp | 20.57%+2.3pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,489 | $1,828-18.5% | $2,231-33.3% | $2,551-41.6% |
| Participant deferral / active EE | $2,954 | $3,072-3.9% | $3,823-22.7% | $4,139-28.6% |
| Admin fee / account holder | $4,042 | $5,723-29.4% | $6,704-39.7% | $7,234-44.1% |