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 | $10,153 | $172,111-94.1% | $150,298-93.2% | $137,256-92.6% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 24.29% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,650 | $4,636-64.4% | $4,154-60.3% | $4,156-60.3% |
| Participant deferral / active EE | $2,246 | $6,166-63.6% | $5,453-58.8% | $6,407-64.9% |
| Admin fee / account holder | $1,218 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |