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 | $8,900 | $118,450-92.5% | $98,439-91.0% | $139,434-93.6% |
| Participation rate | 63.6% | 77.4%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 28.87% | 18.94%+9.9pp | 21.16%+7.7pp | 372.94%-344.1pp |
| Employer contribution / active EE | $1,022 | $3,609-71.7% | $3,048-66.5% | $4,751-78.5% |
| Participant deferral / active EE | $1,822 | $5,392-66.2% | $4,738-61.5% | $6,710-72.8% |
| Admin fee / account holder | $768 | $14,026-94.5% | $8,948-91.4% | $11,403-93.3% |