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 | $4,961 | $95,266-94.8% | $82,389-94.0% | $142,382-96.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 23.10% | 25.74%-2.6pp | 28.67%-5.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,180 | $2,991-60.5% | $2,517-53.1% | $4,299-72.5% |
| Participant deferral / active EE | $1,356 | $4,809-71.8% | $4,155-67.4% | $6,507-79.2% |
| Admin fee / account holder | $1,858 | $8,563-78.3% | $7,231-74.3% | $12,624-85.3% |