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 | $9,291 | $115,882-92.0% | $100,516-90.8% | $158,922-94.2% |
| Participation rate | 36.4% | 81.6%-45.2pp | 79.4%-43.0pp | 82.0%-45.6pp |
| Annual return | 31.40% | 34.79%-3.4pp | 30.89%+0.5pp | 302.83%-271.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,116 | $6,674-53.3% | $6,270-50.3% | $5,982-47.9% |
| Admin fee / account holder | $808 | $10,995-92.6% | $8,081-90.0% | $11,246-92.8% |