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 | $3,273 | $26,549-87.7% | $61,373-94.7% | $66,914-95.1% |
| Participation rate | 27.3% | 38.1%-10.7pp | 52.6%-25.2pp | 69.8%-42.5pp |
| Annual return | 31.53% | -16.21%+47.7pp | 338.61%-307.1pp | 1.58%+29.9pp |
| Employer contribution / active EE | $452 | $651-30.6% | $1,159-61.0% | $2,544-82.2% |
| Participant deferral / active EE | $861 | $1,338-35.6% | $2,125-59.5% | $4,237-79.7% |
| Admin fee / account holder | $1,143 | $409+179.9% | $2,130-46.3% | $593+92.7% |