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 | $9,909 | $127,777-92.2% | $106,548-90.7% | $167,490-94.1% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 10.81% | 33.87%-23.1pp | 26.80%-16.0pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,126 | $3,427-38.0% | $2,819-24.6% | $4,837-56.1% |
| Participant deferral / active EE | $4,569 | $5,087-10.2% | $4,398+3.9% | $6,341-27.9% |
| Admin fee / account holder | $10,980 | $11,228-2.2% | $7,407+48.2% | $12,309-10.8% |