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 | $30,448 | $94,031-67.6% | $115,768-73.7% | $82,448-63.1% |
| Participation rate | 42.9% | 70.4%-27.6pp | 74.4%-31.5pp | 68.1%-25.2pp |
| Annual return | 17.60% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,358 | $2,323-41.5% | $2,940-53.8% | $2,551-46.8% |
| Participant deferral / active EE | $3,943 | $3,972-0.7% | $4,917-19.8% | $4,139-4.7% |
| Admin fee / account holder | $2,816 | $10,249-72.5% | $12,439-77.4% | $7,234-61.1% |