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 | $9,709 | $64,705-85.0% | $62,929-84.6% | $67,986-85.7% |
| Participation rate | 50.0% | 65.6%-15.6pp | 73.1%-23.1pp | 57.2%-7.2pp |
| Annual return | 15.35% | 20.31%-5.0pp | 1063.93%-1048.6pp | 31.67%-16.3pp |
| Employer contribution / active EE | $911 | $2,376-61.6% | $2,505-63.6% | $2,019-54.9% |
| Participant deferral / active EE | $1,206 | $3,198-62.3% | $3,888-69.0% | $3,358-64.1% |
| Admin fee / account holder | $936 | $1,428-34.5% | $5,065-81.5% | $3,203-70.8% |