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 | $12,033 | $73,933-83.7% | $96,683-87.6% | $75,163-84.0% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 36.95% | 26.70%+10.2pp | 35.69%+1.3pp | 160.62%-123.7pp |
| Employer contribution / active EE | $2,091 | $2,928-28.6% | $3,737-44.0% | $2,670-21.7% |
| Participant deferral / active EE | $4,475 | $3,659+22.3% | $4,878-8.3% | $4,125+8.5% |
| Admin fee / account holder | $1,204 | $5,216-76.9% | $6,730-82.1% | $5,651-78.7% |