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 | $9,566 | $39,122-75.5% | $57,179-83.3% | $62,891-84.8% |
| Participation rate | 62.1% | 70.5%-8.4pp | 75.3%-13.3pp | 69.3%-7.2pp |
| Annual return | 7.62% | 9.23%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $424 | $1,874-77.4% | $2,682-84.2% | $2,281-81.4% |
| Participant deferral / active EE | $739 | $2,374-68.9% | $3,096-76.1% | $3,203-76.9% |
| Admin fee / account holder | $1,438 | $2,592-44.5% | $3,139-54.2% | $4,296-66.5% |