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 3-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 | $17,832 | $66,444-73.2% | $120,225-85.2% | $79,634-77.6% |
| Participation rate | 11.0% | 42.8%-31.7pp | 69.6%-58.5pp | 62.5%-51.5pp |
| Annual return | 26.15% | 53.37%-27.2pp | 439.23%-413.1pp | 36.46%-10.3pp |
| Employer contribution / active EE | $300 | $1,860-83.9% | $3,475-91.4% | $2,529-88.2% |
| Participant deferral / active EE | $627 | $2,798-77.6% | $3,999-84.3% | $3,835-83.6% |
| Admin fee / account holder | $1,614 | $1,295+24.6% | $5,696-71.7% | $1,002+61.1% |