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 9-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 | $20,068 | $93,571-78.6% | $135,903-85.2% | $75,163-73.3% |
| Participation rate | 47.5% | 75.2%-27.7pp | 81.9%-34.4pp | 67.2%-19.7pp |
| Annual return | 311.56% | 30.90%+280.7pp | 68.23%+243.3pp | 160.62%+150.9pp |
| Employer contribution / active EE | $987 | $3,537-72.1% | $4,856-79.7% | $2,670-63.0% |
| Participant deferral / active EE | $5,605 | $6,404-12.5% | $7,758-27.7% | $4,125+35.9% |
| Admin fee / account holder | $569 | $6,975-91.8% | $10,762-94.7% | $5,651-89.9% |