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 | $3,710 | $56,053-93.4% | $75,972-95.1% | $80,856-95.4% |
| Participation rate | 67.1% | 62.0%+5.1pp | 69.1%-1.9pp | 67.6%-0.5pp |
| Annual return | 22.30% | 20.53%+1.8pp | 359.55%-337.3pp | 35.59%-13.3pp |
| Employer contribution / active EE | $635 | $1,874-66.1% | $2,685-76.3% | $2,755-76.9% |
| Participant deferral / active EE | $1,422 | $3,052-53.4% | $4,255-66.6% | $4,296-66.9% |
| Admin fee / account holder | $652 | $5,234-87.5% | $6,467-89.9% | $6,918-90.6% |