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 | $23,610 | $59,417-60.3% | $93,606-74.8% | $74,495-68.3% |
| Participation rate | 49.6% | 59.7%-10.1pp | 68.7%-19.1pp | 67.2%-17.6pp |
| Annual return | 10.84% | 81.83%-71.0pp | 133.20%-122.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,661 | $3,050-45.6% | $4,411-62.4% | $4,346-61.8% |
| Admin fee / account holder | $625 | $3,021-79.3% | $8,285-92.5% | $1,942-67.8% |