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 3-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 | $16,072 | $86,929-81.5% | $102,423-84.3% | $80,856-80.1% |
| Participation rate | 25.3% | 72.4%-47.1pp | 76.5%-51.2pp | 67.6%-42.3pp |
| Annual return | 201.87% | 18.88%+183.0pp | 29.32%+172.6pp | 35.59%+166.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,027 | $4,118-50.8% | $5,053-59.9% | $4,296-52.8% |
| Admin fee / account holder | $2,112 | $8,049-73.8% | $9,451-77.7% | $6,918-69.5% |