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 | $14,965 | $138,347-89.2% | $184,203-91.9% | $80,856-81.5% |
| Participation rate | 64.4% | 83.9%-19.4pp | 86.8%-22.4pp | 67.6%-3.2pp |
| Annual return | 30.53% | 20.02%+10.5pp | 28.81%+1.7pp | 35.59%-5.1pp |
| Employer contribution / active EE | $2,137 | $4,850-55.9% | $6,427-66.8% | $2,755-22.4% |
| Participant deferral / active EE | $3,696 | $7,071-47.7% | $9,131-59.5% | $4,296-14.0% |
| Admin fee / account holder | $1,432 | $10,483-86.3% | $13,901-89.7% | $6,918-79.3% |