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 | $5,798 | $94,338-93.9% | $100,534-94.2% | $142,382-95.9% |
| Participation rate | 69.2% | 81.7%-12.5pp | 80.6%-11.4pp | 80.1%-10.9pp |
| Annual return | 25.07% | 29.20%-4.1pp | 32.66%-7.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,706 | $5,934-71.3% | $6,144-72.2% | $6,507-73.8% |
| Admin fee / account holder | $312 | $8,421-96.3% | $7,654-95.9% | $12,624-97.5% |