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 4-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 | $10,711 | $159,901-93.3% | $146,958-92.7% | $145,922-92.7% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.2%-72.2pp | 80.3%-70.3pp |
| Annual return | 13.20% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,768 | $5,286-66.6% | $4,933-64.2% | $4,660-62.1% |
| Participant deferral / active EE | $3,830 | $8,428-54.6% | $8,070-52.5% | $6,688-42.7% |
| Admin fee / account holder | $2,309 | $15,044-84.7% | $12,998-82.2% | $13,397-82.8% |