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 5-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 | $19,381 | $68,868-71.9% | $183,328-89.4% | $67,986-71.5% |
| Participation rate | 40.9% | 57.0%-16.1pp | 77.3%-36.4pp | 57.2%-16.3pp |
| Annual return | 71.82% | 28.80%+43.0pp | 29.67%+42.1pp | 31.67%+40.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $5,055-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,729 | $4,364-60.4% | $6,795-74.6% | $3,358-48.5% |
| Admin fee / account holder | $765 | $3,805-79.9% | $21,427-96.4% | $3,203-76.1% |