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 | $11,194 | $65,561-82.9% | $86,188-87.0% | $75,163-85.1% |
| Participation rate | 65.5% | 60.5%+5.0pp | 69.0%-3.4pp | 67.2%-1.7pp |
| Annual return | 105.31% | 46.05%+59.3pp | 1168.45%-1063.1pp | 160.62%-55.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,890 | $3,024+61.7% | $3,985+22.7% | $4,125+18.5% |
| Admin fee / account holder | $574 | $5,474-89.5% | $6,852-91.6% | $5,651-89.8% |