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 | $8,330 | $148,534-94.4% | $135,903-93.9% | $139,434-94.0% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 42.32% | 79.19%-36.9pp | 68.23%-25.9pp | 372.94%-330.6pp |
| Employer contribution / active EE | $2,615 | $5,243-50.1% | $4,856-46.1% | $4,751-45.0% |
| Participant deferral / active EE | $5,371 | $8,100-33.7% | $7,758-30.8% | $6,710-20.0% |
| Admin fee / account holder | $407 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |