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 8-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 | $19,037 | $209,411-90.9% | $178,490-89.3% | $158,922-88.0% |
| Participation rate | 53.3% | 86.3%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 26.09% | 188.75%-162.7pp | 151.07%-125.0pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,275 | $5,706-77.7% | $5,011-74.6% | $4,761-73.2% |
| Participant deferral / active EE | $3,614 | $5,954-39.3% | $5,202-30.5% | $5,982-39.6% |
| Admin fee / account holder | $304 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |