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 5-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 | $24,022 | $109,881-78.1% | $150,045-84.0% | $84,808-71.7% |
| Participation rate | 48.1% | 76.1%-27.9pp | 82.3%-34.2pp | 68.3%-20.2pp |
| Annual return | 46.86% | 28.25%+18.6pp | 62.55%-15.7pp | 40.90%+6.0pp |
| Employer contribution / active EE | $1,432 | $3,561-59.8% | $4,693-69.5% | $2,631-45.6% |
| Participant deferral / active EE | $2,592 | $6,636-60.9% | $7,997-67.6% | $4,212-38.5% |
| Admin fee / account holder | $1,886 | $8,568-78.0% | $13,435-86.0% | $7,344-74.3% |