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 4-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 | $23,386 | $102,317-77.1% | $146,958-84.1% | $80,856-71.1% |
| Participation rate | 59.3% | 75.8%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 29.13% | 134.76%-105.6pp | 418.34%-389.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $1,304 | $3,713-64.9% | $4,933-73.6% | $2,755-52.6% |
| Participant deferral / active EE | $4,592 | $6,644-30.9% | $8,070-43.1% | $4,296+6.9% |
| Admin fee / account holder | $1,043 | $7,941-86.9% | $12,998-92.0% | $6,918-84.9% |