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 | $11,671 | $175,202-93.3% | $149,673-92.2% | $139,434-91.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 61.33% | 166.71%-105.4pp | 134.42%-73.1pp | 372.94%-311.6pp |
| Employer contribution / active EE | $1,568 | $5,474-71.4% | $4,818-67.4% | $4,751-67.0% |
| Participant deferral / active EE | $5,645 | $6,519-13.4% | $5,680-0.6% | $6,710-15.9% |
| Admin fee / account holder | $465 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |