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 | $5,268 | $81,248-93.5% | $155,509-96.6% | $80,856-93.5% |
| Participation rate | 65.7% | 66.2%-0.6pp | 78.2%-12.5pp | 67.6%-2.0pp |
| Annual return | 12.11% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $647 | $3,100-79.1% | $4,672-86.1% | $2,755-76.5% |
| Participant deferral / active EE | $969 | $3,452-71.9% | $5,626-82.8% | $4,296-77.5% |
| Admin fee / account holder | $726 | $7,997-90.9% | $15,912-95.4% | $6,918-89.5% |