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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,834 | $74,927-77.5% | $101,794-83.5% | $84,808-80.2% |
| Participation rate | 23.9% | 61.4%-37.5pp | 69.2%-45.3pp | 68.3%-44.4pp |
| Annual return | 0.00% | 18.70%-18.7pp | 30.53%-30.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $298 | $3,099-90.4% | $4,084-92.7% | $4,212-92.9% |
| Admin fee / account holder | $476 | $6,514-92.7% | $8,777-94.6% | $7,344-93.5% |