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 | $8,860 | $69,763-87.3% | $67,502-86.9% | $74,495-88.1% |
| Participation rate | 68.9% | 71.4%-2.5pp | 72.9%-4.0pp | 67.2%+1.7pp |
| Annual return | 44.53% | -40.34%+84.9pp | 3512.12%-3467.6pp | 1364.94%-1320.4pp |
| Employer contribution / active EE | $1,196 | $2,704-55.8% | $2,731-56.2% | $2,623-54.4% |
| Participant deferral / active EE | $2,925 | $3,636-19.5% | $4,000-26.9% | $4,346-32.7% |
| Admin fee / account holder | $435 | $896-51.4% | $3,998-89.1% | $1,942-77.6% |