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 | $2,861 | $96,305-97.0% | $80,569-96.4% | $139,434-97.9% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.60% | 1350.08%-1330.5pp | 935.43%-915.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $569 | $3,262-82.6% | $2,723-79.1% | $4,751-88.0% |
| Participant deferral / active EE | $1,049 | $5,232-80.0% | $4,447-76.4% | $6,710-84.4% |
| Admin fee / account holder | $932 | $6,599-85.9% | $5,377-82.7% | $11,403-91.8% |