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 | $26,220 | $87,037-69.9% | $106,201-75.3% | $80,874-67.6% |
| Participation rate | 67.1% | 70.4%-3.4pp | 75.3%-8.2pp | 67.6%-0.6pp |
| Annual return | 65.39% | 17.05%+48.3pp | 116.26%-50.9pp | 35.62%+29.8pp |
| Employer contribution / active EE | $1,556 | $2,396-35.0% | $3,170-50.9% | $2,756-43.5% |
| Participant deferral / active EE | $4,595 | $3,986+15.3% | $5,012-8.3% | $4,297+6.9% |
| Admin fee / account holder | $1,180 | $8,434-86.0% | $11,039-89.3% | $6,935-83.0% |