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 6-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 | $9,712 | $176,056-94.5% | $159,436-93.9% | $167,490-94.2% |
| Participation rate | 68.8% | 84.9%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 28.37% | 331.75%-303.4pp | 263.57%-235.2pp | 478.56%-450.2pp |
| Employer contribution / active EE | $1,420 | $5,297-73.2% | $4,829-70.6% | $4,837-70.7% |
| Participant deferral / active EE | $3,612 | $7,750-53.4% | $7,352-50.9% | $6,341-43.0% |
| Admin fee / account holder | $404 | $12,554-96.8% | $10,799-96.3% | $12,309-96.7% |