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 6-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 | $23,333 | $80,705-71.1% | $115,768-79.8% | $67,986-65.7% |
| Participation rate | 49.0% | 63.0%-14.0pp | 74.4%-25.4pp | 57.2%-8.2pp |
| Annual return | 41.99% | 18.49%+23.5pp | 100.46%-58.5pp | 31.67%+10.3pp |
| Employer contribution / active EE | $1,446 | $2,046-29.4% | $2,940-50.8% | $2,019-28.4% |
| Participant deferral / active EE | $2,302 | $3,559-35.3% | $4,917-53.2% | $3,358-31.4% |
| Admin fee / account holder | $1,298 | $4,135-68.6% | $12,439-89.6% | $3,203-59.5% |