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 5-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 | $24,058 | $88,634-72.9% | $101,326-76.3% | $74,304-67.6% |
| Participation rate | 42.0% | 76.9%-34.9pp | 81.5%-39.5pp | 60.3%-18.4pp |
| Annual return | 21.39% | 33.10%-11.7pp | 36.82%-15.4pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,565 | $7,322-51.3% | $7,994-55.4% | $3,767-5.4% |
| Admin fee / account holder | $1,806 | $2,425-25.5% | $11,185-83.9% | $2,969-39.2% |