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 4-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 | $9,337 | $148,534-93.7% | $135,903-93.1% | $139,434-93.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 162.44% | 79.19%+83.3pp | 68.23%+94.2pp | 372.94%-210.5pp |
| Employer contribution / active EE | $1,844 | $5,243-64.8% | $4,856-62.0% | $4,751-61.2% |
| Participant deferral / active EE | $3,866 | $8,100-52.3% | $7,758-50.2% | $6,710-42.4% |
| Admin fee / account holder | $552 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |