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 | $5,233 | $30,588-82.9% | $53,898-90.3% | $85,563-93.9% |
| Participation rate | 43.4% | 26.3%+17.1pp | 55.0%-11.5pp | 66.0%-22.5pp |
| Annual return | 22.49% | 50.42%-27.9pp | 528.60%-506.1pp | 31.51%-9.0pp |
| Employer contribution / active EE | $371 | $436-15.0% | $932-60.2% | $2,654-86.0% |
| Participant deferral / active EE | $680 | $848-19.9% | $1,826-62.8% | $4,375-84.5% |
| Admin fee / account holder | $456 | $1,879-75.7% | $2,491-81.7% | $834-45.3% |