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 | $21,322 | $135,635-84.3% | $110,238-80.7% | $135,375-84.3% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.8%-42.3pp | 82.6%-45.1pp |
| Annual return | 32.50% | 513.19%-480.7pp | 314.74%-282.2pp | 519.73%-487.2pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,424 | $5,506-37.8% | $4,672-26.7% | $5,609-39.0% |
| Admin fee / account holder | $1,741 | $11,457-84.8% | $8,547-79.6% | $10,827-83.9% |