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 4-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 | $18,366 | $162,322-88.7% | $135,903-86.5% | - |
| Participation rate | 53.5% | 71.5%-18.0pp | 81.9%-28.4pp | - |
| Annual return | 53.80% | 15.15%+38.7pp | 68.23%-14.4pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,856-100.0% | - |
| Participant deferral / active EE | $8,004 | $5,722+39.9% | $7,758+3.2% | - |
| Admin fee / account holder | $331 | $23,877-98.6% | $10,762-96.9% | - |