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 | $20,848 | $65,703-68.3% | $94,224-77.9% | $59,632-65.0% |
| Participation rate | 54.4% | 72.1%-17.7pp | 78.8%-24.4pp | 68.7%-14.3pp |
| Annual return | 33.56% | 5.22%+28.3pp | 10.68%+22.9pp | 2041.28%-2007.7pp |
| Employer contribution / active EE | $415 | $2,021-79.5% | $3,587-88.4% | $2,203-81.2% |
| Participant deferral / active EE | $2,183 | $3,143-30.6% | $4,320-49.5% | $3,192-31.6% |
| Admin fee / account holder | $3,617 | $4,264-15.2% | $6,269-42.3% | $4,297-15.8% |