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 | $11,780 | $140,940-91.6% | $112,229-89.5% | $139,434-91.6% |
| Participation rate | 36.4% | 79.2%-42.8pp | 72.4%-36.1pp | 80.3%-44.0pp |
| Annual return | 32.57% | 32.71%-0.1pp | 30.20%+2.4pp | 372.94%-340.4pp |
| Employer contribution / active EE | $1,310 | $4,283-69.4% | $3,430-61.8% | $4,751-72.4% |
| Participant deferral / active EE | $1,433 | $5,874-75.6% | $4,798-70.1% | $6,710-78.6% |
| Admin fee / account holder | $952 | $9,954-90.4% | $7,748-87.7% | $11,403-91.7% |