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 | $76,407-95.6% | $150,298-97.7% | $82,448-95.9% |
| Participation rate | 62.2% | 66.4%-4.2pp | 77.8%-15.6pp | 68.1%-5.9pp |
| Annual return | 27.35% | 39.99%-12.6pp | 62.79%-35.4pp | 41.64%-14.3pp |
| Employer contribution / active EE | $766 | $2,614-70.7% | $4,154-81.6% | $2,551-70.0% |
| Participant deferral / active EE | $1,581 | $3,214-50.8% | $5,453-71.0% | $4,139-61.8% |
| Admin fee / account holder | $393 | $6,352-93.8% | $14,116-97.2% | $7,234-94.6% |