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 | $14,063 | $109,413-87.1% | $156,263-91.0% | $84,808-83.4% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.5pp | 68.3%-16.9pp |
| Annual return | 24.63% | 20.18%+4.4pp | 59.47%-34.8pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,396 | $2,907-52.0% | $4,333-67.8% | $2,631-47.0% |
| Participant deferral / active EE | $2,760 | $4,590-39.9% | $6,158-55.2% | $4,212-34.5% |
| Admin fee / account holder | $842 | $9,357-91.0% | $14,255-94.1% | $7,344-88.5% |