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 | $1,652 | $24,730-93.3% | $66,042-97.5% | $84,808-98.1% |
| Participation rate | 59.2% | 68.1%-8.9pp | 67.5%-8.3pp | 68.3%-9.1pp |
| Annual return | 19.70% | 79.55%-59.9pp | 52.11%-32.4pp | 40.90%-21.2pp |
| Employer contribution / active EE | $663 | $857-22.6% | $1,579-58.0% | $2,631-74.8% |
| Participant deferral / active EE | $1,383 | $1,737-20.4% | $2,835-51.2% | $4,212-67.2% |
| Admin fee / account holder | $724 | $3,014-76.0% | $5,747-87.4% | $7,344-90.1% |