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 | $10,008 | $77,314-87.1% | $177,989-94.4% | $80,856-87.6% |
| Participation rate | 69.7% | 65.7%+4.0pp | 77.1%-7.4pp | 67.6%+2.1pp |
| Annual return | 23.61% | 18.09%+5.5pp | 294.48%-270.9pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,087 | $2,292-52.6% | $3,949-72.5% | $2,755-60.6% |
| Participant deferral / active EE | $2,878 | $4,411-34.8% | $6,276-54.1% | $4,296-33.0% |
| Admin fee / account holder | $3,187 | $7,191-55.7% | $10,363-69.2% | $6,918-53.9% |