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 | $10,245 | $159,901-93.6% | $146,958-93.0% | $145,922-93.0% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 16.60% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,475 | $5,286-72.1% | $4,933-70.1% | $4,660-68.3% |
| Participant deferral / active EE | $3,136 | $8,428-62.8% | $8,070-61.1% | $6,688-53.1% |
| Admin fee / account holder | $3,093 | $15,044-79.4% | $12,998-76.2% | $13,397-76.9% |