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 8-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 | $4,404 | $110,502-96.0% | $80,716-94.5% | $167,490-97.4% |
| Participation rate | 42.9% | 64.0%-21.1pp | 54.2%-11.3pp | 82.1%-39.2pp |
| Annual return | 13.62% | 120.54%-106.9pp | 87.28%-73.7pp | 478.56%-464.9pp |
| Employer contribution / active EE | $612 | $1,543-60.3% | $1,160-47.2% | $4,837-87.3% |
| Participant deferral / active EE | $722 | $2,871-74.8% | $2,146-66.3% | $6,341-88.6% |
| Admin fee / account holder | $1,411 | $4,545-68.9% | $3,380-58.2% | $12,309-88.5% |