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 | $3,986 | $49,922-92.0% | $80,569-95.1% | $75,163-94.7% |
| Participation rate | 66.7% | 55.3%+11.4pp | 67.0%-0.3pp | 67.2%-0.5pp |
| Annual return | 17.78% | 34.69%-16.9pp | 935.43%-917.7pp | 160.62%-142.8pp |
| Employer contribution / active EE | $570 | $1,698-66.4% | $2,723-79.1% | $2,670-78.7% |
| Participant deferral / active EE | $1,286 | $2,990-57.0% | $4,447-71.1% | $4,125-68.8% |
| Admin fee / account holder | $372 | $3,577-89.6% | $5,377-93.1% | $5,651-93.4% |