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 8-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 | $12,908 | $91,190-85.8% | $178,490-92.8% | $79,858-83.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 60.81% | 24.19%+36.6pp | 151.07%-90.3pp | 31.71%+29.1pp |
| Employer contribution / active EE | $470 | $3,256-85.6% | $5,011-90.6% | $2,471-81.0% |
| Participant deferral / active EE | $1,951 | $3,236-39.7% | $5,202-62.5% | $3,740-47.8% |
| Admin fee / account holder | $2,045 | $6,751-69.7% | $13,984-85.4% | $5,306-61.5% |