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 3-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 | $5,962 | $76,407-92.2% | $150,298-96.0% | $82,448-92.8% |
| Participation rate | 54.1% | 66.4%-12.3pp | 77.8%-23.7pp | 68.1%-14.0pp |
| Annual return | 29.04% | 39.99%-11.0pp | 62.79%-33.7pp | 41.64%-12.6pp |
| Employer contribution / active EE | $474 | $2,614-81.9% | $4,154-88.6% | $2,551-81.4% |
| Participant deferral / active EE | $1,197 | $3,214-62.7% | $5,453-78.0% | $4,139-71.1% |
| Admin fee / account holder | $553 | $6,352-91.3% | $14,116-96.1% | $7,234-92.4% |