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 5-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 | $9,351 | $95,416-90.2% | $185,823-95.0% | $85,850-89.1% |
| Participation rate | 28.2% | 68.8%-40.6pp | 81.7%-53.5pp | 69.3%-41.1pp |
| Annual return | 14.85% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,322 | $3,423-61.4% | $5,568-76.3% | $3,952-66.5% |
| Admin fee / account holder | $445 | $7,213-93.8% | $16,237-97.3% | $6,260-92.9% |