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 | $9,318 | $81,248-88.5% | $155,509-94.0% | $80,856-88.5% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.6%-26.3pp |
| Annual return | 16.52% | 33.31%-16.8pp | 64.67%-48.1pp | 35.59%-19.1pp |
| Employer contribution / active EE | $889 | $3,100-71.3% | $4,672-81.0% | $2,755-67.7% |
| Participant deferral / active EE | $1,781 | $3,452-48.4% | $5,626-68.4% | $4,296-58.6% |
| Admin fee / account holder | $1,607 | $7,997-79.9% | $15,912-89.9% | $6,918-76.8% |