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 | $27,010 | $101,724-73.4% | $164,813-83.6% | $80,856-66.6% |
| Participation rate | 64.5% | 71.8%-7.3pp | 78.6%-14.1pp | 67.6%-3.1pp |
| Annual return | 33.55% | 16.72%+16.8pp | 69.93%-36.4pp | 35.59%-2.0pp |
| Employer contribution / active EE | $3,461 | $2,953+17.2% | $4,341-20.3% | $2,755+25.6% |
| Participant deferral / active EE | $5,376 | $4,477+20.1% | $6,031-10.9% | $4,296+25.2% |
| Admin fee / account holder | $1,575 | $8,227-80.9% | $12,690-87.6% | $6,918-77.2% |