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 | $14,477 | $138,044-89.5% | $125,339-88.4% | $134,475-89.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 2.50% | 750.33%-747.8pp | 572.05%-569.5pp | 417.96%-415.5pp |
| Employer contribution / active EE | $2,428 | $5,243-53.7% | $4,814-49.6% | $4,740-48.8% |
| Participant deferral / active EE | $3,853 | $7,799-50.6% | $7,446-48.3% | $6,400-39.8% |
| Admin fee / account holder | $1,054 | $11,571-90.9% | $10,010-89.5% | $11,426-90.8% |