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 7-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 | $3,532 | $110,502-96.8% | $80,716-95.6% | $167,490-97.9% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 6.61% | 120.54%-113.9pp | 87.28%-80.7pp | 478.56%-472.0pp |
| Employer contribution / active EE | $104 | $1,543-93.2% | $1,160-91.0% | $4,837-97.8% |
| Participant deferral / active EE | $173 | $2,871-94.0% | $2,146-91.9% | $6,341-97.3% |
| Admin fee / account holder | $653 | $4,545-85.6% | $3,380-80.7% | $12,309-94.7% |