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 7-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 | $17,841 | $72,012-75.2% | $185,823-90.4% | $79,858-77.7% |
| Participation rate | 63.1% | 65.8%-2.7pp | 78.0%-15.0pp | 69.6%-6.6pp |
| Annual return | 287.58% | 23.12%+264.5pp | 35.95%+251.6pp | 31.71%+255.9pp |
| Employer contribution / active EE | $1,603 | $1,965-18.4% | $4,087-60.8% | $2,471-35.1% |
| Participant deferral / active EE | $4,061 | $3,779+7.5% | $5,632-27.9% | $3,740+8.6% |
| Admin fee / account holder | $1,199 | $4,513-73.4% | $9,500-87.4% | $5,306-77.4% |