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 | $12,884 | $93,571-86.2% | $135,903-90.5% | $75,163-82.9% |
| Participation rate | 68.4% | 75.2%-6.8pp | 81.9%-13.5pp | 67.2%+1.2pp |
| Annual return | 18.36% | 30.90%-12.5pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,278 | $6,404-33.2% | $7,758-44.9% | $4,125+3.7% |
| Admin fee / account holder | $814 | $6,975-88.3% | $10,762-92.4% | $5,651-85.6% |