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 | $12,203 | $71,050-82.8% | $93,606-87.0% | $80,856-84.9% |
| Participation rate | 62.9% | 60.4%+2.4pp | 68.7%-5.9pp | 67.6%-4.8pp |
| Annual return | 52.91% | 11.26%+41.7pp | 133.20%-80.3pp | 35.59%+17.3pp |
| Employer contribution / active EE | $1,207 | $1,564-22.8% | $2,420-50.1% | $2,755-56.2% |
| Participant deferral / active EE | $1,608 | $4,034-60.1% | $4,411-63.5% | $4,296-62.6% |
| Admin fee / account holder | $303 | $6,945-95.6% | $8,285-96.3% | $6,918-95.6% |