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 | $11,234 | $175,202-93.6% | $149,673-92.5% | $139,434-91.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 30.58% | 166.71%-136.1pp | 134.42%-103.8pp | 372.94%-342.4pp |
| Employer contribution / active EE | $1,189 | $5,474-78.3% | $4,818-75.3% | $4,751-75.0% |
| Participant deferral / active EE | $3,198 | $6,519-50.9% | $5,680-43.7% | $6,710-52.3% |
| Admin fee / account holder | $485 | $16,150-97.0% | $13,210-96.3% | $11,403-95.7% |