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 | $19,870 | $89,355-77.8% | $141,162-85.9% | $72,985-72.8% |
| Participation rate | 52.9% | 75.1%-22.3pp | 82.5%-29.6pp | 69.5%-16.6pp |
| Annual return | 22.72% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,872 | $5,418-47.0% | $6,709-57.2% | $3,607-20.4% |
| Admin fee / account holder | $644 | $5,958-89.2% | $10,261-93.7% | $5,124-87.4% |