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 | $14,226 | $65,390-78.2% | $169,368-91.6% | $71,457-80.1% |
| Participation rate | 47.2% | 67.0%-19.8pp | 77.1%-29.9pp | 67.9%-20.7pp |
| Annual return | 17.93% | 21.31%-3.4pp | 405.60%-387.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $936 | $2,079-55.0% | $4,013-76.7% | $2,588-63.8% |
| Participant deferral / active EE | $1,935 | $4,367-55.7% | $6,221-68.9% | $4,289-54.9% |
| Admin fee / account holder | $4,372 | $1,324+230.1% | $9,003-51.4% | $1,587+175.4% |