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 3-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 | $3,382 | $80,717-95.8% | $154,803-97.8% | $84,808-96.0% |
| Participation rate | 62.2% | 66.8%-4.6pp | 78.1%-15.9pp | 68.3%-6.1pp |
| Annual return | 27.35% | 37.96%-10.6pp | 58.88%-31.5pp | 40.90%-13.6pp |
| Employer contribution / active EE | $766 | $2,761-72.3% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $1,581 | $3,303-52.1% | $5,540-71.5% | $4,212-62.4% |
| Admin fee / account holder | $393 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |