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 | $4,278 | $60,022-92.9% | $88,946-95.2% | $84,808-95.0% |
| Participation rate | 65.5% | 57.8%+7.7pp | 68.8%-3.3pp | 68.3%-2.8pp |
| Annual return | 17.47% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,000 | $3,114-67.9% | $4,581-78.2% | $4,212-76.3% |
| Admin fee / account holder | $892 | $4,811-81.5% | $8,261-89.2% | $7,344-87.9% |