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 7-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 | $8,436 | $65,365-87.1% | $92,893-90.9% | $72,985-88.4% |
| Participation rate | 40.6% | 68.3%-27.7pp | 76.0%-35.4pp | 69.5%-28.9pp |
| Annual return | 40.99% | 42.10%-1.1pp | 109.41%-68.4pp | 81.00%-40.0pp |
| Employer contribution / active EE | $879 | $2,594-66.1% | $3,653-75.9% | $2,440-64.0% |
| Participant deferral / active EE | $1,987 | $3,128-36.5% | $4,236-53.1% | $3,607-44.9% |
| Admin fee / account holder | $335 | $4,251-92.1% | $5,794-94.2% | $5,124-93.5% |