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 10-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 | $25,593 | $202,318-87.3% | $172,739-85.2% | $152,861-83.3% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.4%-13.7pp |
| Annual return | 23.49% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,358 | $5,856-76.8% | $5,143-73.6% | $4,762-71.5% |
| Participant deferral / active EE | $5,198 | $5,948-12.6% | $5,1980% | $5,850-11.2% |
| Admin fee / account holder | $527 | $17,109-96.9% | $13,954-96.2% | $11,596-95.5% |