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 | $9,902 | $70,669-86.0% | $169,368-94.2% | $75,163-86.8% |
| Participation rate | 34.3% | 64.8%-30.5pp | 77.1%-42.8pp | 67.2%-32.9pp |
| Annual return | 33.25% | 36.36%-3.1pp | 405.60%-372.4pp | 160.62%-127.4pp |
| Employer contribution / active EE | $1,016 | $2,211-54.1% | $4,013-74.7% | $2,670-62.0% |
| Participant deferral / active EE | $1,566 | $4,311-63.7% | $6,221-74.8% | $4,125-62.0% |
| Admin fee / account holder | $523 | $5,402-90.3% | $9,003-94.2% | $5,651-90.7% |