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 | $23,887 | $109,881-78.3% | $150,045-84.1% | $84,808-71.8% |
| Participation rate | 55.3% | 76.1%-20.8pp | 82.3%-27.1pp | 68.3%-13.0pp |
| Annual return | 19.34% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,310 | $3,561-35.1% | $4,693-50.8% | $2,631-12.2% |
| Participant deferral / active EE | $4,272 | $6,636-35.6% | $7,997-46.6% | $4,212+1.4% |
| Admin fee / account holder | $1,766 | $8,568-79.4% | $13,435-86.9% | $7,344-75.9% |