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 | $9,108 | $60,124-84.9% | $90,404-89.9% | $79,858-88.6% |
| Participation rate | 52.2% | 65.0%-12.8pp | 72.7%-20.5pp | 69.6%-17.5pp |
| Annual return | 16.80% | 71.94%-55.1pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $587 | $2,068-71.6% | $3,262-82.0% | $2,471-76.3% |
| Participant deferral / active EE | $970 | $2,938-67.0% | $3,963-75.5% | $3,740-74.1% |
| Admin fee / account holder | $2,187 | $3,976-45.0% | $5,611-61.0% | $5,306-58.8% |