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 | $24,144 | $201,272-88.0% | $184,203-86.9% | $145,922-83.5% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.5pp |
| Annual return | 28.32% | 29.00%-0.7pp | 28.81%-0.5pp | 561.29%-533.0pp |
| Employer contribution / active EE | $2,387 | $7,022-66.0% | $6,427-62.9% | $4,660-48.8% |
| Participant deferral / active EE | $4,876 | $9,806-50.3% | $9,131-46.6% | $6,688-27.1% |
| Admin fee / account holder | $729 | $16,364-95.5% | $13,901-94.8% | $13,397-94.6% |