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 6-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 | $11,653 | $124,281-90.6% | $109,143-89.3% | $167,490-93.0% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 380.59% | 26.04%+354.6pp | 25.75%+354.8pp | 478.56%-98.0pp |
| Employer contribution / active EE | $961 | $4,207-77.2% | $3,722-74.2% | $4,837-80.1% |
| Participant deferral / active EE | $2,553 | $5,255-51.4% | $4,653-45.1% | $6,341-59.7% |
| Admin fee / account holder | $887 | $7,970-88.9% | $6,752-86.9% | $12,309-92.8% |