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 | $3,440 | $80,717-95.7% | $154,803-97.8% | $84,808-95.9% |
| Participation rate | 61.0% | 66.8%-5.8pp | 78.1%-17.1pp | 68.3%-7.3pp |
| Annual return | 25.53% | 37.96%-12.4pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,231 | $3,303-62.7% | $5,540-77.8% | $4,212-70.8% |
| Admin fee / account holder | $300 | $6,746-95.6% | $14,329-97.9% | $7,344-95.9% |