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 7-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 | $11,900 | $44,850-73.5% | $60,547-80.3% | $59,632-80.0% |
| Participation rate | 20.8% | 59.5%-38.7pp | 68.0%-47.2pp | 68.7%-47.9pp |
| Annual return | 36.82% | 1074.14%-1037.3pp | 335.64%-298.8pp | 2041.28%-2004.5pp |
| Employer contribution / active EE | $585 | $1,462-60.0% | $2,419-75.8% | $2,203-73.4% |
| Participant deferral / active EE | $1,822 | $2,230-18.3% | $3,328-45.2% | $3,192-42.9% |
| Admin fee / account holder | $3,020 | $3,635-16.9% | $4,536-33.4% | $4,297-29.7% |