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 6-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 | $10,751 | $69,362-84.5% | $101,248-89.4% | $73,488-85.4% |
| Participation rate | 59.0% | 68.4%-9.4pp | 75.8%-16.8pp | 70.7%-11.7pp |
| Annual return | 233.47% | 18.46%+215.0pp | 46.47%+187.0pp | 28.51%+205.0pp |
| Employer contribution / active EE | $1,605 | $2,628-38.9% | $3,660-56.1% | $2,270-29.3% |
| Participant deferral / active EE | $2,027 | $3,300-38.6% | $4,370-53.6% | $3,740-45.8% |
| Admin fee / account holder | $496 | $704-29.5% | $5,945-91.7% | $513-3.4% |