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 3-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 | $2,723 | $49,915-94.5% | $154,803-98.2% | $74,304-96.3% |
| Participation rate | 51.5% | 54.0%-2.5pp | 78.1%-26.6pp | 60.3%-8.9pp |
| Annual return | 16.25% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $290 | $1,611-82.0% | $4,305-93.3% | $2,241-87.1% |
| Participant deferral / active EE | $653 | $2,255-71.1% | $5,540-88.2% | $3,767-82.7% |
| Admin fee / account holder | $699 | $2,189-68.1% | $14,329-95.1% | $2,969-76.4% |