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 | $11,065 | $175,202-93.7% | $149,673-92.6% | $139,434-92.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 44.24% | 166.71%-122.5pp | 134.42%-90.2pp | 372.94%-328.7pp |
| Employer contribution / active EE | $2,942 | $5,474-46.3% | $4,818-38.9% | $4,751-38.1% |
| Participant deferral / active EE | $4,736 | $6,519-27.4% | $5,680-16.6% | $6,710-29.4% |
| Admin fee / account holder | $2,866 | $16,150-82.3% | $13,210-78.3% | $11,403-74.9% |