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 10-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 | $9,545 | $115,770-91.8% | $101,248-90.6% | $158,922-94.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 40.92% | 56.14%-15.2pp | 46.47%-5.6pp | 302.83%-261.9pp |
| Employer contribution / active EE | $1,431 | $4,175-65.7% | $3,660-60.9% | $4,761-69.9% |
| Participant deferral / active EE | $2,299 | $4,957-53.6% | $4,370-47.4% | $5,982-61.6% |
| Admin fee / account holder | $2,655 | $7,245-63.3% | $5,945-55.3% | $11,246-76.4% |