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 | $13,916 | $150,197-90.7% | $120,368-88.4% | $145,959-90.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 15.12% | 154.26%-139.1pp | 107.26%-92.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,431 | $4,350-67.1% | $3,465-58.7% | $4,661-69.3% |
| Participant deferral / active EE | $3,093 | $6,174-49.9% | $4,991-38.0% | $6,689-53.8% |
| Admin fee / account holder | $2,961 | $12,216-75.8% | $9,429-68.6% | $13,398-77.9% |