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 | $11,188 | $49,173-77.2% | $121,098-90.8% | $75,163-85.1% |
| Participation rate | 40.0% | 55.4%-15.4pp | 69.5%-29.5pp | 67.2%-27.2pp |
| Annual return | 17.97% | 55.99%-38.0pp | 985.75%-967.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $799 | $1,546-48.3% | $4,164-80.8% | $2,670-70.1% |
| Participant deferral / active EE | $1,410 | $2,628-46.4% | $4,080-65.4% | $4,125-65.8% |
| Admin fee / account holder | $442 | $3,942-88.8% | $5,644-92.2% | $5,651-92.2% |