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 | $17,447 | $165,335-89.4% | $149,696-88.3% | $158,922-89.0% |
| Participation rate | 46.2% | 84.6%-38.4pp | 82.5%-36.3pp | 82.0%-35.8pp |
| Annual return | 36.87% | 348.15%-311.3pp | 276.60%-239.7pp | 302.83%-266.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,549 | $7,181+5.1% | $6,842+10.3% | $5,982+26.2% |
| Admin fee / account holder | $5,999 | $10,807-44.5% | $9,309-35.6% | $11,246-46.7% |