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 | $20,559 | $106,749-80.7% | $145,433-85.9% | $82,448-75.1% |
| Participation rate | 68.3% | 75.6%-7.4pp | 82.1%-13.8pp | 68.1%+0.2pp |
| Annual return | 19.90% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,682 | $3,444-51.2% | $4,554-63.1% | $2,551-34.1% |
| Participant deferral / active EE | $2,634 | $6,519-59.6% | $7,897-66.6% | $4,139-36.4% |
| Admin fee / account holder | $1,225 | $8,390-85.4% | $13,129-90.7% | $7,234-83.1% |