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 5-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 | $6,707 | $77,899-91.4% | $149,673-95.5% | $75,163-91.1% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.0pp |
| Annual return | 15.65% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $432 | $3,137-86.2% | $4,818-91.0% | $2,670-83.8% |
| Participant deferral / active EE | $1,071 | $3,411-68.6% | $5,680-81.1% | $4,125-74.0% |
| Admin fee / account holder | $375 | $5,956-93.7% | $13,210-97.2% | $5,651-93.4% |