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 | $7,151 | $165,984-95.7% | $164,813-95.7% | $145,922-95.1% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.6%-15.4pp | 80.3%-17.1pp |
| Annual return | 14.91% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,713 | $6,959-46.6% | $6,031-38.4% | $6,688-44.5% |
| Admin fee / account holder | $1,896 | $16,648-88.6% | $12,690-85.1% | $13,397-85.8% |