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 | $34,042 | $79,013-56.9% | $100,391-66.1% | $74,495-54.3% |
| Participation rate | 36.2% | 79.5%-43.3pp | 81.5%-45.3pp | 67.2%-31.0pp |
| Annual return | 28.74% | 20.41%+8.3pp | 49.20%-20.5pp | 1364.94%-1336.2pp |
| Employer contribution / active EE | $2,187 | $3,021-27.6% | $3,942-44.5% | $2,623-16.6% |
| Participant deferral / active EE | $4,365 | $7,760-43.8% | $8,082-46.0% | $4,346+0.4% |
| Admin fee / account holder | $2,490 | $1,320+88.6% | $7,899-68.5% | $1,942+28.2% |