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 | $14,604 | $115,770-87.4% | $101,248-85.6% | $158,922-90.8% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 21.68% | 56.14%-34.5pp | 46.47%-24.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,660 | $4,175-60.2% | $3,660-54.6% | $4,761-65.1% |
| Participant deferral / active EE | $2,165 | $4,957-56.3% | $4,370-50.5% | $5,982-63.8% |
| Admin fee / account holder | $2,157 | $7,245-70.2% | $5,945-63.7% | $11,246-80.8% |