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 3-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 | $20,247 | $102,317-80.2% | $146,958-86.2% | $80,856-75.0% |
| Participation rate | 57.4% | 75.8%-18.5pp | 82.2%-24.8pp | 67.6%-10.3pp |
| Annual return | 53.42% | 134.76%-81.3pp | 418.34%-364.9pp | 35.59%+17.8pp |
| Employer contribution / active EE | $2,233 | $3,713-39.9% | $4,933-54.7% | $2,755-18.9% |
| Participant deferral / active EE | $3,442 | $6,644-48.2% | $8,070-57.3% | $4,296-19.9% |
| Admin fee / account holder | $2,489 | $7,941-68.7% | $12,998-80.8% | $6,918-64.0% |