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 | $20,667 | $102,317-79.8% | $146,958-85.9% | $80,856-74.4% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.2%-16.4pp | 67.6%-1.8pp |
| Annual return | 25.24% | 134.76%-109.5pp | 418.34%-393.1pp | 35.59%-10.3pp |
| Employer contribution / active EE | $2,788 | $3,713-24.9% | $4,933-43.5% | $2,755+1.2% |
| Participant deferral / active EE | $4,296 | $6,644-35.3% | $8,070-46.8% | $4,2960% |
| Admin fee / account holder | $854 | $7,941-89.3% | $12,998-93.4% | $6,918-87.7% |