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 6-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 | $7,993 | $105,181-92.4% | $159,436-95.0% | $85,850-90.7% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.8%-26.9pp | 69.3%-13.4pp |
| Annual return | 31.07% | 45.07%-14.0pp | 263.57%-232.5pp | 318.53%-287.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,298 | $5,945-44.5% | $7,352-55.1% | $3,952-16.5% |
| Admin fee / account holder | $1,972 | $6,933-71.6% | $10,799-81.7% | $6,260-68.5% |