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 | $9,470 | $73,933-87.2% | $96,683-90.2% | $75,163-87.4% |
| Participation rate | 48.6% | 66.4%-17.9pp | 74.3%-25.8pp | 67.2%-18.6pp |
| Annual return | 28.07% | 26.70%+1.4pp | 35.69%-7.6pp | 160.62%-132.5pp |
| Employer contribution / active EE | $943 | $2,928-67.8% | $3,737-74.8% | $2,670-64.7% |
| Participant deferral / active EE | $2,240 | $3,659-38.8% | $4,878-54.1% | $4,125-45.7% |
| Admin fee / account holder | $637 | $5,216-87.8% | $6,730-90.5% | $5,651-88.7% |