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 5-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 | $14,955 | $202,432-92.6% | $169,368-91.2% | $139,434-89.3% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.01% | 531.74%-517.7pp | 405.60%-391.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $890 | $4,692-81.0% | $4,013-77.8% | $4,751-81.3% |
| Participant deferral / active EE | $1,469 | $6,938-78.8% | $6,221-76.4% | $6,710-78.1% |
| Admin fee / account holder | $2,304 | $10,708-78.5% | $9,003-74.4% | $11,403-79.8% |