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 | $3,219 | $54,350-94.1% | $82,719-96.1% | $68,494-95.3% |
| Participation rate | 48.6% | 63.9%-15.3pp | 72.6%-24.0pp | 67.9%-19.3pp |
| Annual return | 144.69% | -13.67%+158.4pp | 701.18%-556.5pp | -7.84%+152.5pp |
| Employer contribution / active EE | $269 | $2,218-87.9% | $3,009-91.1% | $2,596-89.6% |
| Participant deferral / active EE | $1,004 | $3,246-69.1% | $4,395-77.1% | $4,027-75.1% |
| Admin fee / account holder | $499 | $4,395-88.6% | $5,329-90.6% | $5,403-90.8% |