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 | $8,230 | $202,432-95.9% | $169,368-95.1% | $139,434-94.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.75% | 531.74%-512.0pp | 405.60%-385.8pp | 372.94%-353.2pp |
| Employer contribution / active EE | $718 | $4,692-84.7% | $4,013-82.1% | $4,751-84.9% |
| Participant deferral / active EE | $1,773 | $6,938-74.4% | $6,221-71.5% | $6,710-73.6% |
| Admin fee / account holder | $405 | $10,708-96.2% | $9,003-95.5% | $11,403-96.4% |