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 | $8,144 | $65,561-87.6% | $86,188-90.6% | $75,163-89.2% |
| Participation rate | 57.8% | 60.5%-2.7pp | 69.0%-11.2pp | 67.2%-9.4pp |
| Annual return | 16.32% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,202 | $1,553-22.6% | $2,380-49.5% | $2,670-55.0% |
| Participant deferral / active EE | $2,358 | $3,024-22.0% | $3,985-40.8% | $4,125-42.8% |
| Admin fee / account holder | $698 | $5,474-87.2% | $6,852-89.8% | $5,651-87.6% |