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 4-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 | $5,182 | $48,230-89.3% | $67,502-92.3% | $80,856-93.6% |
| Participation rate | 37.5% | 66.4%-28.9pp | 72.9%-35.4pp | 67.6%-30.1pp |
| Annual return | 14.17% | 18.28%-4.1pp | 3512.12%-3498.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,249 | $2,020-38.2% | $2,731-54.3% | $2,755-54.7% |
| Participant deferral / active EE | $969 | $2,924-66.8% | $4,000-75.8% | $4,296-77.4% |
| Admin fee / account holder | $2,249 | $3,681-38.9% | $3,998-43.7% | $6,918-67.5% |