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 8-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 | $9,882 | $89,355-88.9% | $141,162-93.0% | $72,985-86.5% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.5%-21.2pp | 69.5%-8.2pp |
| Annual return | 117.54% | 111.85%+5.7pp | 71.39%+46.2pp | 81.00%+36.5pp |
| Employer contribution / active EE | $1,301 | $3,114-58.2% | $4,735-72.5% | $2,440-46.7% |
| Participant deferral / active EE | $2,635 | $5,418-51.4% | $6,709-60.7% | $3,607-26.9% |
| Admin fee / account holder | $780 | $5,958-86.9% | $10,261-92.4% | $5,124-84.8% |