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 6-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 | $11,905 | $65,561-81.8% | $86,188-86.2% | $75,163-84.2% |
| Participation rate | 42.4% | 60.5%-18.1pp | 69.0%-26.6pp | 67.2%-24.8pp |
| Annual return | 17.18% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,260 | $1,553-18.9% | $2,380-47.1% | $2,670-52.8% |
| Participant deferral / active EE | $1,967 | $3,024-35.0% | $3,985-50.7% | $4,125-52.3% |
| Admin fee / account holder | $6,781 | $5,474+23.9% | $6,852-1.0% | $5,651+20.0% |