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 | $4,453 | $55,415-92.0% | $155,509-97.1% | $74,495-94.0% |
| Participation rate | 64.9% | 61.9%+3.0pp | 78.2%-13.3pp | 67.2%-2.3pp |
| Annual return | 12.90% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $590 | $2,267-74.0% | $4,672-87.4% | $2,623-77.5% |
| Participant deferral / active EE | $1,125 | $2,836-60.3% | $5,626-80.0% | $4,346-74.1% |
| Admin fee / account holder | $859 | $1,738-50.6% | $15,912-94.6% | $1,942-55.8% |