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 10-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 | $4,601 | $42,886-89.3% | $88,946-94.8% | $85,563-94.6% |
| Participation rate | 9.7% | 37.9%-28.3pp | 68.8%-59.2pp | 66.0%-56.3pp |
| Annual return | 13.79% | 44.56%-30.8pp | 57.82%-44.0pp | 31.51%-17.7pp |
| Employer contribution / active EE | $98 | $1,147-91.4% | $2,555-96.2% | $2,654-96.3% |
| Participant deferral / active EE | $254 | $2,108-87.9% | $4,581-94.5% | $4,375-94.2% |
| Admin fee / account holder | $654 | $2,263-71.1% | $8,261-92.1% | $834-21.6% |