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 | $7,424 | $100,852-92.6% | $90,404-91.8% | $158,922-95.3% |
| Participation rate | 36.8% | 75.0%-38.2pp | 72.7%-35.8pp | 82.0%-45.1pp |
| Annual return | 28.69% | 1724.20%-1695.5pp | 1293.02%-1264.3pp | 302.83%-274.1pp |
| Employer contribution / active EE | $559 | $3,689-84.8% | $3,262-82.9% | $4,761-88.3% |
| Participant deferral / active EE | $1,621 | $4,348-62.7% | $3,963-59.1% | $5,982-72.9% |
| Admin fee / account holder | $1,817 | $6,501-72.1% | $5,611-67.6% | $11,246-83.8% |