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 | $3,652 | $51,175-92.9% | $70,515-94.8% | $75,163-95.1% |
| Participation rate | 43.3% | 60.9%-17.6pp | 68.3%-25.0pp | 67.2%-23.9pp |
| Annual return | 18.58% | 30.02%-11.4pp | 32.77%-14.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $982 | $2,849-65.5% | $4,567-78.5% | $4,125-76.2% |
| Admin fee / account holder | $1,671 | $4,091-59.2% | $6,412-73.9% | $5,651-70.4% |