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 | $23,333 | $84,556-72.4% | $116,228-79.9% | $74,304-68.6% |
| Participation rate | 49.0% | 66.0%-17.0pp | 74.6%-25.5pp | 60.3%-11.3pp |
| Annual return | 41.99% | 18.35%+23.6pp | 90.06%-48.1pp | 29.43%+12.6pp |
| Employer contribution / active EE | $1,446 | $2,168-33.3% | $2,994-51.7% | $2,241-35.5% |
| Participant deferral / active EE | $2,302 | $3,814-39.6% | $4,953-53.5% | $3,767-38.9% |
| Admin fee / account holder | $1,298 | $3,792-65.8% | $11,989-89.2% | $2,969-56.3% |