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 | $1,769 | $209,411-99.2% | $178,490-99.0% | $158,922-98.9% |
| Participation rate | 22.2% | 86.3%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 21.00% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,208 | $5,706-78.8% | $5,011-75.9% | $4,761-74.6% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $385 | $17,074-97.7% | $13,984-97.2% | $11,246-96.6% |