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 | $6,848 | $99,020-93.1% | $86,590-92.1% | $147,584-95.4% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 24.46% | 1312.34%-1287.9pp | 964.84%-940.4pp | 578.55%-554.1pp |
| Employer contribution / active EE | $396 | $3,132-87.4% | $2,839-86.1% | $4,876-91.9% |
| Participant deferral / active EE | $1,312 | $3,972-67.0% | $3,609-63.6% | $5,439-75.9% |
| Admin fee / account holder | $1,599 | $5,710-72.0% | $4,906-67.4% | $10,885-85.3% |