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 | $20,136 | $82,879-75.7% | $96,576-79.1% | $67,986-70.4% |
| Participation rate | 27.0% | 75.2%-48.2pp | 81.4%-54.4pp | 57.2%-30.2pp |
| Annual return | 49.00% | 36.90%+12.1pp | 38.47%+10.5pp | 31.67%+17.3pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,614 | $6,976+37.8% | $7,956+20.8% | $3,358+186.3% |
| Admin fee / account holder | $9,191 | $2,783+230.2% | $11,381-19.2% | $3,203+186.9% |