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 8-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 | $22,298 | $79,171-71.8% | $102,423-78.2% | $74,495-70.1% |
| Participation rate | 33.3% | 74.8%-41.5pp | 76.5%-43.2pp | 67.2%-33.9pp |
| Annual return | 15.19% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,282 | $2,362-45.7% | $3,023-57.6% | $2,623-51.1% |
| Participant deferral / active EE | $2,276 | $4,415-48.5% | $5,053-55.0% | $4,346-47.6% |
| Admin fee / account holder | $3,425 | $2,001+71.2% | $9,451-63.8% | $1,942+76.4% |