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 | $18,429 | $55,416-66.7% | $75,972-75.7% | $77,643-76.3% |
| Participation rate | 23.9% | 63.6%-39.7pp | 69.1%-45.2pp | 70.6%-46.7pp |
| Annual return | 22.53% | 17.07%+5.5pp | 359.55%-337.0pp | 31.24%-8.7pp |
| Employer contribution / active EE | $955 | $1,788-46.6% | $2,685-64.4% | $2,726-65.0% |
| Participant deferral / active EE | $1,622 | $3,447-53.0% | $4,255-61.9% | $4,647-65.1% |
| Admin fee / account holder | $2,181 | $414+427.0% | $6,467-66.3% | $430+406.7% |