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 3-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 | $14,191 | $94,625-85.0% | $116,228-87.8% | $84,808-83.3% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.6%-19.0pp | 68.3%-12.8pp |
| Annual return | 21.95% | 20.40%+1.5pp | 90.06%-68.1pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,096 | $2,347-53.3% | $2,994-63.4% | $2,631-58.3% |
| Participant deferral / active EE | $2,480 | $3,972-37.6% | $4,953-49.9% | $4,212-41.1% |
| Admin fee / account holder | $712 | $10,091-92.9% | $11,989-94.1% | $7,344-90.3% |