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 | $21,832 | $94,031-76.8% | $115,768-81.1% | $82,448-73.5% |
| Participation rate | 43.6% | 70.4%-26.8pp | 74.4%-30.8pp | 68.1%-24.5pp |
| Annual return | 25.04% | 20.61%+4.4pp | 100.46%-75.4pp | 41.64%-16.6pp |
| Employer contribution / active EE | $1,395 | $2,323-40.0% | $2,940-52.6% | $2,551-45.3% |
| Participant deferral / active EE | $2,731 | $3,972-31.2% | $4,917-44.5% | $4,139-34.0% |
| Admin fee / account holder | $786 | $10,249-92.3% | $12,439-93.7% | $7,234-89.1% |