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 | $16,082 | $127,065-87.3% | $113,168-85.8% | $142,382-88.7% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 26.49% | 24.03%+2.5pp | 24.27%+2.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $5,516 | $3,442+60.3% | $2,975+85.4% | $4,299+28.3% |
| Participant deferral / active EE | $6,787 | $5,716+18.7% | $5,107+32.9% | $6,507+4.3% |
| Admin fee / account holder | $3,561 | $15,736-77.4% | $12,068-70.5% | $12,624-71.8% |