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 | $94,625-67.8% | $116,228-73.8% | $84,808-64.1% |
| Participation rate | 42.9% | 70.4%-27.6pp | 74.6%-31.7pp | 68.3%-25.5pp |
| Annual return | 17.60% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,358 | $2,347-42.1% | $2,994-54.6% | $2,631-48.4% |
| Participant deferral / active EE | $3,943 | $3,972-0.7% | $4,953-20.4% | $4,212-6.4% |
| Admin fee / account holder | $2,816 | $10,091-72.1% | $11,989-76.5% | $7,344-61.7% |