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 3-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 | $7,863 | $81,248-90.3% | $155,509-94.9% | $80,856-90.3% |
| Participation rate | 58.7% | 66.2%-7.5pp | 78.2%-19.5pp | 67.6%-8.9pp |
| Annual return | 68.57% | 33.31%+35.3pp | 64.67%+3.9pp | 35.59%+33.0pp |
| Employer contribution / active EE | $624 | $3,100-79.9% | $4,672-86.7% | $2,755-77.4% |
| Participant deferral / active EE | $969 | $3,452-71.9% | $5,626-82.8% | $4,296-77.4% |
| Admin fee / account holder | $827 | $7,997-89.7% | $15,912-94.8% | $6,918-88.0% |