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 | $4,620 | $56,053-91.8% | $75,972-93.9% | $80,856-94.3% |
| Participation rate | 64.6% | 62.0%+2.6pp | 69.1%-4.4pp | 67.6%-3.0pp |
| Annual return | 21.24% | 20.53%+0.7pp | 359.55%-338.3pp | 35.59%-14.4pp |
| Employer contribution / active EE | $486 | $1,874-74.1% | $2,685-81.9% | $2,755-82.4% |
| Participant deferral / active EE | $1,672 | $3,052-45.2% | $4,255-60.7% | $4,296-61.1% |
| Admin fee / account holder | $1,422 | $5,234-72.8% | $6,467-78.0% | $6,918-79.4% |