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 3-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 | $13,867 | $102,382-86.5% | $147,005-90.6% | $80,874-82.9% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.2%-26.3pp | 67.6%-11.8pp |
| Annual return | 41.80% | 134.89%-93.1pp | 418.76%-377.0pp | 35.62%+6.2pp |
| Employer contribution / active EE | $1,643 | $3,715-55.8% | $4,934-66.7% | $2,756-40.4% |
| Participant deferral / active EE | $3,330 | $6,646-49.9% | $8,070-58.7% | $4,297-22.5% |
| Admin fee / account holder | $2,389 | $7,942-69.9% | $13,006-81.6% | $6,935-65.6% |