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 | $16,128 | $59,054-72.7% | $97,226-83.4% | $77,643-79.2% |
| Participation rate | 38.3% | 67.9%-29.6pp | 72.7%-34.4pp | 70.6%-32.3pp |
| Annual return | 62.44% | 16.96%+45.5pp | 75.13%-12.7pp | 31.24%+31.2pp |
| Employer contribution / active EE | $1,132 | $1,742-35.0% | $2,729-58.5% | $2,726-58.5% |
| Participant deferral / active EE | $1,608 | $3,930-59.1% | $4,264-62.3% | $4,647-65.4% |
| Admin fee / account holder | $1,065 | $346+207.5% | $5,654-81.2% | $430+147.3% |