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 | $22,762 | $86,944-73.8% | $107,525-78.8% | $74,304-69.4% |
| Participation rate | 26.9% | 59.6%-32.6pp | 75.1%-48.2pp | 60.3%-33.4pp |
| Annual return | 22.43% | 23.52%-1.1pp | 181.32%-158.9pp | 29.43%-7.0pp |
| Employer contribution / active EE | $1,543 | $2,757-44.0% | $3,754-58.9% | $2,241-31.2% |
| Participant deferral / active EE | $2,477 | $3,554-30.3% | $5,116-51.6% | $3,767-34.3% |
| Admin fee / account holder | $4,037 | $3,727+8.3% | $8,919-54.7% | $2,969+36.0% |