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 | $12,798 | $59,417-78.5% | $93,606-86.3% | $74,495-82.8% |
| Participation rate | 26.4% | 59.7%-33.3pp | 68.7%-42.3pp | 67.2%-40.8pp |
| Annual return | 13.79% | 81.83%-68.0pp | 133.20%-119.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $953 | $1,264-24.5% | $2,420-60.6% | $2,623-63.7% |
| Participant deferral / active EE | $1,560 | $3,050-48.9% | $4,411-64.6% | $4,346-64.1% |
| Admin fee / account holder | $1,243 | $3,021-58.8% | $8,285-85.0% | $1,942-36.0% |