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 | $7,520 | $111,724-93.3% | $93,606-92.0% | $145,922-94.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.24% | 202.98%-189.7pp | 133.20%-120.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $797 | $3,090-74.2% | $2,420-67.1% | $4,660-82.9% |
| Participant deferral / active EE | $6,798 | $4,912+38.4% | $4,411+54.1% | $6,688+1.6% |
| Admin fee / account holder | $1,177 | $10,250-88.5% | $8,285-85.8% | $13,397-91.2% |