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 | $25,576 | $76,050-66.4% | $96,544-73.5% | $71,457-64.2% |
| Participation rate | 64.5% | 74.4%-9.9pp | 76.0%-11.5pp | 67.9%-3.4pp |
| Annual return | 18.61% | 22.81%-4.2pp | 25.84%-7.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,490 | $2,244+10.9% | $2,965-16.0% | $2,588-3.8% |
| Participant deferral / active EE | $3,094 | $4,215-26.6% | $4,851-36.2% | $4,289-27.8% |
| Admin fee / account holder | $8,009 | $2,707+195.8% | $8,252-3.0% | $1,587+404.5% |