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 | $14,166 | $135,635-89.6% | $110,238-87.1% | $135,375-89.5% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.8%-33.7pp | 82.6%-36.5pp |
| Annual return | -8.55% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,287 | $4,906-73.8% | $3,826-66.4% | $4,779-73.1% |
| Participant deferral / active EE | $2,299 | $5,506-58.3% | $4,672-50.8% | $5,609-59.0% |
| Admin fee / account holder | $2,686 | $11,457-76.6% | $8,547-68.6% | $10,827-75.2% |