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 3-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 | $6,953 | $78,103-91.1% | $289,028-97.6% | $116,875-94.1% |
| Participation rate | 67.1% | 69.5%-2.4pp | 78.0%-10.8pp | 74.5%-7.4pp |
| Annual return | 22.18% | 15.26%+6.9pp | 243.94%-221.8pp | 16.29%+5.9pp |
| Employer contribution / active EE | $0 | $2,718-100.0% | $6,326-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,239 | $2,921-57.6% | $4,804-74.2% | $3,885-68.1% |
| Admin fee / account holder | $439 | $8,683-94.9% | $14,050-96.9% | $12,263-96.4% |