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 | $10,609 | $93,571-88.7% | $135,903-92.2% | $75,163-85.9% |
| Participation rate | 63.6% | 75.2%-11.5pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 36.01% | 30.90%+5.1pp | 68.23%-32.2pp | 160.62%-124.6pp |
| Employer contribution / active EE | $1,874 | $3,537-47.0% | $4,856-61.4% | $2,670-29.8% |
| Participant deferral / active EE | $4,039 | $6,404-36.9% | $7,758-47.9% | $4,125-2.1% |
| Admin fee / account holder | $2,084 | $6,975-70.1% | $10,762-80.6% | $5,651-63.1% |