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 | $7,094 | $99,985-92.9% | $146,665-95.2% | $85,850-91.7% |
| Participation rate | 61.1% | 73.1%-11.9pp | 80.1%-19.0pp | 69.3%-8.2pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,586 | $2,559-38.0% | $4,136-61.7% | $2,565-38.2% |
| Participant deferral / active EE | $2,754 | $4,006-31.3% | $5,506-50.0% | $3,952-30.3% |
| Admin fee / account holder | $433 | $7,702-94.4% | $10,280-95.8% | $6,260-93.1% |