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 | $14,505 | $86,929-83.3% | $102,423-85.8% | $80,856-82.1% |
| Participation rate | 47.1% | 72.4%-25.2pp | 76.5%-29.3pp | 67.6%-20.5pp |
| Annual return | 11.58% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,426 | $2,369+2.4% | $3,023-19.8% | $2,755-11.9% |
| Participant deferral / active EE | $4,310 | $4,118+4.7% | $5,053-14.7% | $4,296+0.3% |
| Admin fee / account holder | $7,115 | $8,049-11.6% | $9,451-24.7% | $6,918+2.8% |