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 5-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 | $27,247 | $101,499-73.2% | $147,005-81.5% | $74,546-63.4% |
| Participation rate | 31.1% | 75.5%-44.5pp | 82.2%-51.1pp | 67.2%-36.1pp |
| Annual return | 37.34% | 8732.34%-8695.0pp | 418.76%-381.4pp | 1366.03%-1328.7pp |
| Employer contribution / active EE | $1,374 | $3,811-63.9% | $4,934-72.2% | $2,624-47.6% |
| Participant deferral / active EE | $4,771 | $7,304-34.7% | $8,070-40.9% | $4,347+9.7% |
| Admin fee / account holder | $4,631 | $1,748+164.9% | $13,006-64.4% | $1,944+138.3% |