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 8-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 | $9,442 | $117,381-92.0% | $99,443-90.5% | $152,861-93.8% |
| Participation rate | 38.9% | 77.5%-38.7pp | 73.8%-34.9pp | 82.4%-43.6pp |
| Annual return | 30.50% | 31.87%-1.4pp | 30.72%-0.2pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,512 | $3,013-49.8% | $2,540-40.5% | $4,762-68.2% |
| Participant deferral / active EE | $1,656 | $4,086-59.5% | $3,619-54.2% | $5,850-71.7% |
| Admin fee / account holder | $760 | $7,631-90.0% | $6,250-87.8% | $11,596-93.4% |