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 | $1,562 | $27,839-94.4% | $58,482-97.3% | $71,457-97.8% |
| Participation rate | 55.1% | 34.5%+20.6pp | 50.9%+4.3pp | 67.9%-12.8pp |
| Annual return | 20.05% | 26.81%-6.8pp | 4239.32%-4219.3pp | 28.85%-8.8pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $538 | $1,206-55.4% | $1,924-72.0% | $4,289-87.5% |
| Admin fee / account holder | $620 | $1,641-62.2% | $2,516-75.3% | $1,587-60.9% |