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 | $6,535 | $56,053-88.3% | $75,972-91.4% | $80,856-91.9% |
| Participation rate | 66.0% | 62.0%+4.0pp | 69.1%-3.1pp | 67.6%-1.6pp |
| Annual return | 22.21% | 20.53%+1.7pp | 359.55%-337.3pp | 35.59%-13.4pp |
| Employer contribution / active EE | $671 | $1,874-64.2% | $2,685-75.0% | $2,755-75.6% |
| Participant deferral / active EE | $1,680 | $3,052-45.0% | $4,255-60.5% | $4,296-60.9% |
| Admin fee / account holder | $1,184 | $5,234-77.4% | $6,467-81.7% | $6,918-82.9% |