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 8-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 | $15,553 | $48,570-68.0% | $130,648-88.1% | $72,985-78.7% |
| Participation rate | 53.4% | 58.6%-5.1pp | 71.7%-18.3pp | 69.5%-16.0pp |
| Annual return | 24.95% | 38.63%-13.7pp | 1708.96%-1684.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $504 | $1,334-62.2% | $4,092-87.7% | $2,440-79.3% |
| Participant deferral / active EE | $2,775 | $2,384+16.4% | $3,603-23.0% | $3,607-23.1% |
| Admin fee / account holder | $1,554 | $3,549-56.2% | $5,464-71.6% | $5,124-69.7% |