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 3-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 | $2,608 | $68,097-96.2% | $62,929-95.9% | $137,256-98.1% |
| Participation rate | 29.2% | 77.4%-48.3pp | 73.1%-43.9pp | 80.0%-50.8pp |
| Annual return | 21.97% | 1859.11%-1837.1pp | 1063.93%-1042.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $562 | $2,811-80.0% | $2,505-77.6% | $4,156-86.5% |
| Participant deferral / active EE | $1,103 | $4,553-75.8% | $3,888-71.6% | $6,407-82.8% |
| Admin fee / account holder | $456 | $6,521-93.0% | $5,065-91.0% | $12,270-96.3% |