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 | $63,140-89.0% | $304,612-97.7% | $116,462-94.0% |
| Participation rate | 67.1% | 70.4%-3.2pp | 81.9%-14.8pp | 74.7%-7.5pp |
| Annual return | 22.18% | 15.04%+7.1pp | 329.91%-307.7pp | 15.65%+6.5pp |
| Employer contribution / active EE | $0 | $2,385-100.0% | $7,476-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $1,239 | $2,741-54.8% | $5,388-77.0% | $3,836-67.7% |
| Admin fee / account holder | $439 | $7,583-94.2% | $12,962-96.6% | $12,754-96.6% |