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 | $7,761 | $97,744-92.1% | $103,476-92.5% | $145,922-94.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.1pp |
| Annual return | 18.11% | 25.41%-7.3pp | 23.90%-5.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,722 | $4,677-63.2% | $4,672-63.1% | $4,660-63.0% |
| Participant deferral / active EE | $5,284 | $6,603-20.0% | $6,623-20.2% | $6,688-21.0% |
| Admin fee / account holder | $4,949 | $12,515-60.5% | $9,413-47.4% | $13,397-63.1% |