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 10-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 | $13,815 | $70,669-80.5% | $169,368-91.8% | $75,163-81.6% |
| Participation rate | 50.8% | 64.8%-14.0pp | 77.1%-26.4pp | 67.2%-16.4pp |
| Annual return | 30.22% | 36.36%-6.1pp | 405.60%-375.4pp | 160.62%-130.4pp |
| Employer contribution / active EE | $1,889 | $2,211-14.6% | $4,013-52.9% | $2,670-29.3% |
| Participant deferral / active EE | $4,522 | $4,311+4.9% | $6,221-27.3% | $4,125+9.6% |
| Admin fee / account holder | $7,950 | $5,402+47.2% | $9,003-11.7% | $5,651+40.7% |