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 | $18,500 | $109,881-83.2% | $150,045-87.7% | $84,808-78.2% |
| Participation rate | 61.8% | 76.1%-14.3pp | 82.3%-20.6pp | 68.3%-6.5pp |
| Annual return | 21.34% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,916 | $3,561-46.2% | $4,693-59.2% | $2,631-27.2% |
| Participant deferral / active EE | $5,317 | $6,636-19.9% | $7,997-33.5% | $4,212+26.2% |
| Admin fee / account holder | $1,613 | $8,568-81.2% | $13,435-88.0% | $7,344-78.0% |