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 | $3,985 | $60,022-93.4% | $88,946-95.5% | $84,808-95.3% |
| Participation rate | 63.9% | 57.8%+6.0pp | 68.8%-5.0pp | 68.3%-4.4pp |
| Annual return | 19.27% | 22.43%-3.2pp | 57.82%-38.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,395 | $3,114-55.2% | $4,581-69.5% | $4,212-66.9% |
| Admin fee / account holder | $1,936 | $4,811-59.8% | $8,261-76.6% | $7,344-73.6% |