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 9-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 | $14,386 | $144,119-90.0% | $117,854-87.8% | $147,584-90.3% |
| Participation rate | 30.8% | 83.4%-52.6pp | 79.7%-48.9pp | 82.8%-52.1pp |
| Annual return | 9.24% | 531.15%-521.9pp | 335.08%-325.8pp | 578.55%-569.3pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,428 | $5,316-54.3% | $4,482-45.8% | $5,439-55.4% |
| Admin fee / account holder | $1,130 | $10,886-89.6% | $8,020-85.9% | $10,885-89.6% |