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 | $4,744 | $60,892-92.2% | $82,389-94.2% | $84,808-94.4% |
| Participation rate | 69.2% | 63.3%+6.0pp | 69.5%-0.3pp | 68.3%+0.9pp |
| Annual return | 14.15% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $381 | $1,779-78.6% | $2,517-84.8% | $2,631-85.5% |
| Participant deferral / active EE | $1,642 | $3,179-48.4% | $4,155-60.5% | $4,212-61.0% |
| Admin fee / account holder | $823 | $5,467-85.0% | $7,231-88.6% | $7,344-88.8% |