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 | $23,951 | $80,968-70.4% | $96,544-75.2% | $75,163-68.1% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 23.08% | 27.06%-4.0pp | 25.84%-2.8pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,316 | $2,282+1.5% | $2,965-21.9% | $2,670-13.3% |
| Participant deferral / active EE | $3,309 | $3,928-15.8% | $4,851-31.8% | $4,125-19.8% |
| Admin fee / account holder | $741 | $6,724-89.0% | $8,252-91.0% | $5,651-86.9% |