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 | $8,680 | $41,078-78.9% | $80,569-89.2% | $71,457-87.9% |
| Participation rate | 38.5% | 50.2%-11.7pp | 67.0%-28.5pp | 67.9%-29.4pp |
| Annual return | 17.36% | 38.45%-21.1pp | 935.43%-918.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $551 | $1,506-63.4% | $2,723-79.8% | $2,588-78.7% |
| Participant deferral / active EE | $1,217 | $2,699-54.9% | $4,447-72.6% | $4,289-71.6% |
| Admin fee / account holder | $504 | $1,840-72.6% | $5,377-90.6% | $1,587-68.2% |