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 | $8,132 | $68,719-88.2% | $91,541-91.1% | $84,808-90.4% |
| Participation rate | 63.6% | 64.5%-0.9pp | 69.8%-6.1pp | 68.3%-4.7pp |
| Annual return | 23.45% | 19.12%+4.3pp | 20.50%+2.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,196 | $3,136-30.0% | $4,008-45.2% | $4,212-47.9% |
| Admin fee / account holder | $695 | $5,786-88.0% | $6,956-90.0% | $7,344-90.5% |