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 | $9,217 | $57,281-83.9% | $86,612-89.4% | $75,163-87.7% |
| Participation rate | 51.4% | 63.2%-11.8pp | 71.7%-20.3pp | 67.2%-15.8pp |
| Annual return | 26.90% | 2670.75%-2643.9pp | 591.07%-564.2pp | 160.62%-133.7pp |
| Employer contribution / active EE | $1,076 | $2,314-53.5% | $3,022-64.4% | $2,670-59.7% |
| Participant deferral / active EE | $1,868 | $3,318-43.7% | $4,438-57.9% | $4,125-54.7% |
| Admin fee / account holder | $804 | $4,112-80.4% | $5,614-85.7% | $5,651-85.8% |