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 | $42,705 | $146,267-70.8% | $197,124-78.3% | $82,448-48.2% |
| Participation rate | 67.4% | 84.0%-16.6pp | 86.7%-19.3pp | 68.1%-0.7pp |
| Annual return | 56.52% | 29.61%+26.9pp | 44.34%+12.2pp | 41.64%+14.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,047 | $7,035+99.7% | $9,135+53.8% | $4,139+239.4% |
| Admin fee / account holder | $5,386 | $14,422-62.7% | $16,298-67.0% | $7,234-25.6% |