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 | $3,077 | $104,664-97.1% | $85,682-96.4% | $167,490-98.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 9.50% | 21.45%-12.0pp | 21.49%-12.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,238 | $3,337-62.9% | $2,618-52.7% | $4,837-74.4% |
| Participant deferral / active EE | $1,793 | $4,824-62.8% | $3,923-54.3% | $6,341-71.7% |
| Admin fee / account holder | $691 | $10,032-93.1% | $6,873-89.9% | $12,309-94.4% |