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 4-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 | $13,479 | $59,417-77.3% | $93,606-85.6% | $74,495-81.9% |
| Participation rate | 49.6% | 59.7%-10.0pp | 68.7%-19.1pp | 67.2%-17.6pp |
| Annual return | 66.71% | 81.83%-15.1pp | 133.20%-66.5pp | 1364.94%-1298.2pp |
| Employer contribution / active EE | $1,328 | $1,264+5.1% | $2,420-45.1% | $2,623-49.4% |
| Participant deferral / active EE | $1,946 | $3,050-36.2% | $4,411-55.9% | $4,346-55.2% |
| Admin fee / account holder | $1,430 | $3,021-52.7% | $8,285-82.7% | $1,942-26.4% |