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 | $11,287 | $81,460-86.1% | $103,333-89.1% | $80,856-86.0% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.6%-6.9pp |
| Annual return | 78.37% | 25.55%+52.8pp | 24.88%+53.5pp | 35.59%+42.8pp |
| Employer contribution / active EE | $1,207 | $3,105-61.1% | $3,868-68.8% | $2,755-56.2% |
| Participant deferral / active EE | $2,979 | $3,869-23.0% | $5,057-41.1% | $4,296-30.6% |
| Admin fee / account holder | $375 | $6,566-94.3% | $8,355-95.5% | $6,918-94.6% |