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 | $19,693 | $102,317-80.8% | $146,958-86.6% | $80,856-75.6% |
| Participation rate | 41.3% | 75.8%-34.6pp | 82.2%-40.9pp | 67.6%-26.4pp |
| Annual return | 30.24% | 134.76%-104.5pp | 418.34%-388.1pp | 35.59%-5.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,521 | $6,644-47.0% | $8,070-56.4% | $4,296-18.0% |
| Admin fee / account holder | $478 | $7,941-94.0% | $12,998-96.3% | $6,918-93.1% |