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 | $6,088 | $85,202-92.9% | $172,739-96.5% | $72,985-91.7% |
| Participation rate | 40.2% | 70.1%-29.8pp | 82.6%-42.4pp | 69.5%-29.2pp |
| Annual return | 47.50% | 27.32%+20.2pp | 802.84%-755.3pp | 81.00%-33.5pp |
| Employer contribution / active EE | $407 | $3,324-87.7% | $5,143-92.1% | $2,440-83.3% |
| Participant deferral / active EE | $1,145 | $3,260-64.9% | $5,198-78.0% | $3,607-68.3% |
| Admin fee / account holder | $301 | $5,884-94.9% | $13,954-97.8% | $5,124-94.1% |