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 7-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 | $9,069 | $85,202-89.4% | $172,739-94.7% | $72,985-87.6% |
| Participation rate | 32.6% | 70.1%-37.5pp | 82.6%-50.0pp | 69.5%-36.9pp |
| Annual return | 21.89% | 27.32%-5.4pp | 802.84%-781.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,222 | $3,324-63.3% | $5,143-76.2% | $2,440-49.9% |
| Participant deferral / active EE | $2,094 | $3,260-35.8% | $5,198-59.7% | $3,607-42.0% |
| Admin fee / account holder | $2,508 | $5,884-57.4% | $13,954-82.0% | $5,124-51.1% |