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 | $12,536 | $58,927-78.7% | $76,817-83.7% | $72,985-82.8% |
| Participation rate | 61.2% | 67.3%-6.1pp | 72.1%-10.9pp | 69.5%-8.3pp |
| Annual return | 26.75% | 2305.64%-2278.9pp | 1166.11%-1139.4pp | 81.00%-54.3pp |
| Employer contribution / active EE | $522 | $1,787-70.8% | $2,302-77.3% | $2,440-78.6% |
| Participant deferral / active EE | $1,859 | $2,690-30.9% | $3,336-44.3% | $3,607-48.5% |
| Admin fee / account holder | $529 | $4,013-86.8% | $6,420-91.8% | $5,124-89.7% |