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 | $33,688 | $148,978-77.4% | $200,582-83.2% | $84,808-60.3% |
| Participation rate | 63.6% | 84.2%-20.6pp | 86.9%-23.2pp | 68.3%-4.7pp |
| Annual return | 20.64% | 28.16%-7.5pp | 42.33%-21.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,640 | $7,142-7.0% | $9,331-28.8% | $4,212+57.7% |
| Admin fee / account holder | $3,197 | $13,977-77.1% | $16,305-80.4% | $7,344-56.5% |