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 5-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 | $15,984 | $183,519-91.3% | $155,509-89.7% | $145,922-89.0% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-21.9pp |
| Annual return | 14.94% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,139 | $5,313-59.7% | $4,672-54.2% | $4,660-54.1% |
| Participant deferral / active EE | $4,644 | $6,462-28.1% | $5,626-17.5% | $6,688-30.6% |
| Admin fee / account holder | $1,003 | $19,313-94.8% | $15,912-93.7% | $13,397-92.5% |