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 | $18,521 | $93,571-80.2% | $135,903-86.4% | $75,163-75.4% |
| Participation rate | 20.0% | 75.2%-55.2pp | 81.9%-61.9pp | 67.2%-47.2pp |
| Annual return | 19.35% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,039 | $3,537-70.6% | $4,856-78.6% | $2,670-61.1% |
| Participant deferral / active EE | $2,520 | $6,404-60.7% | $7,758-67.5% | $4,125-38.9% |
| Admin fee / account holder | $1,625 | $6,975-76.7% | $10,762-84.9% | $5,651-71.3% |