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 | $30,673 | $79,171-61.3% | $102,423-70.1% | $74,495-58.8% |
| Participation rate | 47.1% | 74.8%-27.7pp | 76.5%-29.4pp | 67.2%-20.1pp |
| Annual return | 13.06% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,479 | $2,362-37.4% | $3,023-51.1% | $2,623-43.6% |
| Participant deferral / active EE | $2,398 | $4,415-45.7% | $5,053-52.5% | $4,346-44.8% |
| Admin fee / account holder | $3,640 | $2,001+81.9% | $9,451-61.5% | $1,942+87.4% |