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 | $5,211 | $97,125-94.6% | $86,233-94.0% | $137,256-96.2% |
| Participation rate | 52.2% | 74.2%-22.0pp | 69.0%-16.8pp | 80.0%-27.8pp |
| Annual return | 25.98% | 74.19%-48.2pp | 61.39%-35.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,253 | $5,180-75.8% | $4,559-72.5% | $6,407-80.4% |
| Admin fee / account holder | $407 | $9,725-95.8% | $8,342-95.1% | $12,270-96.7% |