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 | $8,287 | $106,515-92.2% | $96,683-91.4% | $139,434-94.1% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 50.15% | 38.43%+11.7pp | 35.69%+14.5pp | 372.94%-322.8pp |
| Employer contribution / active EE | $1,277 | $4,103-68.9% | $3,737-65.8% | $4,751-73.1% |
| Participant deferral / active EE | $1,673 | $5,454-69.3% | $4,878-65.7% | $6,710-75.1% |
| Admin fee / account holder | $383 | $7,877-95.1% | $6,730-94.3% | $11,403-96.6% |