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 | $20,694 | $125,758-83.5% | $169,993-87.8% | $75,163-72.5% |
| Participation rate | 59.7% | 83.6%-23.9pp | 87.0%-27.3pp | 67.2%-7.5pp |
| Annual return | 54.50% | 27.20%+27.3pp | 53.37%+1.1pp | 160.62%-106.1pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,986 | $6,837+31.4% | $10,408-13.7% | $4,125+117.8% |
| Admin fee / account holder | $1,227 | $8,173-85.0% | $12,815-90.4% | $5,651-78.3% |