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 3-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 | $8,868 | $74,927-88.2% | $101,794-91.3% | $84,808-89.5% |
| Participation rate | 53.5% | 61.4%-7.9pp | 69.2%-15.7pp | 68.3%-14.8pp |
| Annual return | 23.22% | 18.70%+4.5pp | 30.53%-7.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $963 | $1,522-36.7% | $2,289-57.9% | $2,631-63.4% |
| Participant deferral / active EE | $1,523 | $3,099-50.8% | $4,084-62.7% | $4,212-63.8% |
| Admin fee / account holder | $424 | $6,514-93.5% | $8,777-95.2% | $7,344-94.2% |