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 | $13,717 | $140,940-90.3% | $112,229-87.8% | $139,434-90.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 21.19% | 32.71%-11.5pp | 30.20%-9.0pp | 372.94%-351.8pp |
| Employer contribution / active EE | $977 | $4,283-77.2% | $3,430-71.5% | $4,751-79.4% |
| Participant deferral / active EE | $2,506 | $5,874-57.3% | $4,798-47.8% | $6,710-62.6% |
| Admin fee / account holder | $778 | $9,954-92.2% | $7,748-90.0% | $11,403-93.2% |