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 | $25,306 | $95,453-73.5% | $112,040-77.4% | $82,448-69.3% |
| Participation rate | 64.8% | 72.8%-7.9pp | 76.5%-11.7pp | 68.1%-3.3pp |
| Annual return | 18.66% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,154 | $2,318-50.2% | $2,954-60.9% | $2,551-54.8% |
| Participant deferral / active EE | $2,479 | $4,224-41.3% | $5,098-51.4% | $4,139-40.1% |
| Admin fee / account holder | $1,364 | $9,013-84.9% | $12,098-88.7% | $7,234-81.1% |