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 | $20,104 | $91,760-78.1% | $156,181-87.1% | $67,986-70.4% |
| Participation rate | 51.4% | 65.0%-13.6pp | 78.8%-27.5pp | 57.2%-5.8pp |
| Annual return | 26.73% | 18.14%+8.6pp | 64.87%-38.1pp | 31.67%-4.9pp |
| Employer contribution / active EE | $1,665 | $2,419-31.2% | $4,294-61.2% | $2,019-17.5% |
| Participant deferral / active EE | $2,680 | $3,960-32.3% | $6,132-56.3% | $3,358-20.2% |
| Admin fee / account holder | $2,024 | $3,949-48.7% | $14,586-86.1% | $3,203-36.8% |