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 | $11,966 | $110,094-89.1% | $151,611-92.1% | $68,494-82.5% |
| Participation rate | 42.9% | 84.0%-41.1pp | 87.5%-44.6pp | 67.9%-25.0pp |
| Annual return | 239.71% | -10.12%+249.8pp | 3.33%+236.4pp | -7.84%+247.5pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,861 | $6,527-40.9% | $8,363-53.8% | $4,027-4.1% |
| Admin fee / account holder | $387 | $7,719-95.0% | $11,616-96.7% | $5,403-92.8% |