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 7-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 | $8,290 | $102,616-91.9% | $81,983-89.9% | $158,922-94.8% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 14.11% | 61.04%-46.9pp | 41.31%-27.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $905 | $3,240-72.1% | $2,498-63.8% | $4,761-81.0% |
| Participant deferral / active EE | $1,671 | $4,648-64.0% | $3,722-55.1% | $5,982-72.1% |
| Admin fee / account holder | $891 | $8,235-89.2% | $5,664-84.3% | $11,246-92.1% |