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 | $14,674 | $81,460-82.0% | $103,333-85.8% | $80,856-81.9% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 23.38% | 25.55%-2.2pp | 24.88%-1.5pp | 35.59%-12.2pp |
| Employer contribution / active EE | $1,267 | $3,105-59.2% | $3,868-67.2% | $2,755-54.0% |
| Participant deferral / active EE | $1,925 | $3,869-50.2% | $5,057-61.9% | $4,296-55.2% |
| Admin fee / account holder | $619 | $6,566-90.6% | $8,355-92.6% | $6,918-91.0% |