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 | $20,795 | $86,929-76.1% | $102,423-79.7% | $80,856-74.3% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 11.15% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,199 | $2,369-49.4% | $3,023-60.3% | $2,755-56.5% |
| Participant deferral / active EE | $3,227 | $4,118-21.6% | $5,053-36.1% | $4,296-24.9% |
| Admin fee / account holder | $540 | $8,049-93.3% | $9,451-94.3% | $6,918-92.2% |