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 | $17,733 | $66,444-73.3% | $120,225-85.3% | $79,634-77.7% |
| Participation rate | 21.7% | 42.8%-21.1pp | 69.6%-47.9pp | 62.5%-40.8pp |
| Annual return | 32.59% | 53.37%-20.8pp | 439.23%-406.6pp | 36.46%-3.9pp |
| Employer contribution / active EE | $697 | $1,860-62.5% | $3,475-79.9% | $2,529-72.4% |
| Participant deferral / active EE | $1,192 | $2,798-57.4% | $3,999-70.2% | $3,835-68.9% |
| Admin fee / account holder | $1,806 | $1,295+39.4% | $5,696-68.3% | $1,002+80.3% |