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 | $9,058 | $76,000-88.1% | $154,107-94.1% | $64,186-85.9% |
| Participation rate | 46.2% | 70.4%-24.3pp | 83.0%-36.9pp | 69.6%-23.4pp |
| Annual return | 6.67% | 30.32%-23.6pp | 735.12%-728.4pp | 7.63%-1.0pp |
| Employer contribution / active EE | $513 | $3,351-84.7% | $5,298-90.3% | $2,381-78.4% |
| Participant deferral / active EE | $1,887 | $3,175-40.6% | $5,081-62.8% | $3,470-45.6% |
| Admin fee / account holder | $2,945 | $5,596-47.4% | $13,411-78.0% | $4,888-39.7% |