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 | $9,382 | $46,464-79.8% | $150,298-93.8% | $79,634-88.2% |
| Participation rate | 14.4% | 57.0%-42.5pp | 77.8%-63.3pp | 62.5%-48.0pp |
| Annual return | 19.06% | 27.89%-8.8pp | 62.79%-43.7pp | 36.46%-17.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $566 | $2,157-73.8% | $5,453-89.6% | $3,835-85.2% |
| Admin fee / account holder | $1,194 | $891+34.1% | $14,116-91.5% | $1,002+19.2% |