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 3-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 | $8,789 | $83,902-89.5% | $167,512-94.8% | $84,808-89.6% |
| Participation rate | 57.5% | 66.5%-9.0pp | 77.1%-19.6pp | 68.3%-10.8pp |
| Annual return | 151.99% | 91.55%+60.4pp | 1615.79%-1463.8pp | 40.90%+111.1pp |
| Employer contribution / active EE | $620 | $2,264-72.6% | $3,882-84.0% | $2,631-76.4% |
| Participant deferral / active EE | $1,521 | $4,442-65.8% | $6,405-76.2% | $4,212-63.9% |
| Admin fee / account holder | $3,099 | $7,915-60.9% | $9,769-68.3% | $7,344-57.8% |