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 | $19,725 | $93,571-78.9% | $135,903-85.5% | $75,163-73.8% |
| Participation rate | 59.3% | 75.2%-15.8pp | 81.9%-22.6pp | 67.2%-7.9pp |
| Annual return | 164.33% | 30.90%+133.4pp | 68.23%+96.1pp | 160.62%+3.7pp |
| Employer contribution / active EE | $2,995 | $3,537-15.3% | $4,856-38.3% | $2,670+12.2% |
| Participant deferral / active EE | $7,001 | $6,404+9.3% | $7,758-9.8% | $4,125+69.7% |
| Admin fee / account holder | $940 | $6,975-86.5% | $10,762-91.3% | $5,651-83.4% |