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 6-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 | $7,317 | $118,849-93.8% | $96,562-92.4% | $167,490-95.6% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.8%-32.3pp | 82.1%-44.6pp |
| Annual return | 18.76% | 50.49%-31.7pp | 37.78%-19.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,185 | $3,120-62.0% | $2,356-49.7% | $4,837-75.5% |
| Participant deferral / active EE | $1,203 | $4,616-73.9% | $3,849-68.8% | $6,341-81.0% |
| Admin fee / account holder | $1,035 | $8,065-87.2% | $6,181-83.2% | $12,309-91.6% |