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 6-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 | $28,566 | $209,411-86.4% | $178,490-84.0% | $158,922-82.0% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 21.91% | 188.75%-166.8pp | 151.07%-129.2pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,649 | $5,706-71.1% | $5,011-67.1% | $4,761-65.4% |
| Participant deferral / active EE | $2,474 | $5,954-58.4% | $5,202-52.4% | $5,982-58.6% |
| Admin fee / account holder | $309 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |