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 7-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 | $5,622 | $84,696-93.4% | $75,696-92.6% | $167,490-96.6% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.8%-44.1pp | 82.1%-51.3pp |
| Annual return | 17.03% | 199.36%-182.3pp | 104.53%-87.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $729 | $3,230-77.4% | $2,743-73.4% | $4,837-84.9% |
| Participant deferral / active EE | $1,163 | $4,580-74.6% | $3,821-69.6% | $6,341-81.7% |
| Admin fee / account holder | $1,196 | $5,355-77.7% | $3,619-67.0% | $12,309-90.3% |