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 | $5,037 | $96,635-94.8% | $86,612-94.2% | $139,434-96.4% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 22.43% | 106.41%-84.0pp | 591.07%-568.6pp | 372.94%-350.5pp |
| Employer contribution / active EE | $908 | $3,263-72.2% | $3,022-70.0% | $4,751-80.9% |
| Participant deferral / active EE | $1,276 | $4,836-73.6% | $4,438-71.3% | $6,710-81.0% |
| Admin fee / account holder | $1,680 | $6,408-73.8% | $5,614-70.1% | $11,403-85.3% |