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 5-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 | $15,582 | $91,538-83.0% | $129,995-88.0% | $75,163-79.3% |
| Participation rate | 54.2% | 71.4%-17.2pp | 78.5%-24.2pp | 67.2%-13.0pp |
| Annual return | 23.25% | -631.11%+654.4pp | -137.18%+160.4pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,492 | $2,845-47.6% | $4,320-65.5% | $2,670-44.1% |
| Participant deferral / active EE | $2,456 | $4,341-43.4% | $5,820-57.8% | $4,125-40.5% |
| Admin fee / account holder | $720 | $6,790-89.4% | $10,614-93.2% | $5,651-87.3% |