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 | $9,060 | $55,415-83.7% | $155,509-94.2% | $74,495-87.8% |
| Participation rate | 43.3% | 61.9%-18.6pp | 78.2%-34.9pp | 67.2%-23.9pp |
| Annual return | 17.50% | 268.50%-251.0pp | 64.67%-47.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,423 | $2,836-49.8% | $5,626-74.7% | $4,346-67.3% |
| Admin fee / account holder | $570 | $1,738-67.2% | $15,912-96.4% | $1,942-70.6% |