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 | $6,395 | $81,460-92.1% | $103,333-93.8% | $80,856-92.1% |
| Participation rate | 61.1% | 66.8%-5.7pp | 74.5%-13.4pp | 67.6%-6.5pp |
| Annual return | 12.04% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $802 | $3,105-74.2% | $3,868-79.3% | $2,755-70.9% |
| Participant deferral / active EE | $1,604 | $3,869-58.5% | $5,057-68.3% | $4,296-62.7% |
| Admin fee / account holder | $1,997 | $6,566-69.6% | $8,355-76.1% | $6,918-71.1% |