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 | $15,614 | $82,664-81.1% | $125,339-87.5% | $68,494-77.2% |
| Participation rate | 58.9% | 75.0%-16.1pp | 82.4%-23.4pp | 67.9%-9.0pp |
| Annual return | -19.14% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,542 | $3,381-54.4% | $4,814-68.0% | $2,596-40.6% |
| Participant deferral / active EE | $3,840 | $6,110-37.2% | $7,446-48.4% | $4,027-4.7% |
| Admin fee / account holder | $900 | $6,275-85.7% | $10,010-91.0% | $5,403-83.3% |