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 | $21,165 | $138,347-84.7% | $184,203-88.5% | $80,856-73.8% |
| Participation rate | 68.3% | 83.9%-15.6pp | 86.8%-18.5pp | 67.6%+0.7pp |
| Annual return | 16.58% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,559 | $4,850-67.9% | $6,427-75.7% | $2,755-43.4% |
| Participant deferral / active EE | $4,534 | $7,071-35.9% | $9,131-50.3% | $4,296+5.6% |
| Admin fee / account holder | $720 | $10,483-93.1% | $13,901-94.8% | $6,918-89.6% |