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 | $5,370 | $94,338-94.3% | $100,534-94.7% | $142,382-96.2% |
| Participation rate | 57.1% | 81.7%-24.6pp | 80.6%-23.5pp | 80.1%-23.0pp |
| Annual return | 20.78% | 29.20%-8.4pp | 32.66%-11.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,246 | $4,237-70.6% | $4,346-71.3% | $4,299-71.0% |
| Participant deferral / active EE | $1,135 | $5,934-80.9% | $6,144-81.5% | $6,507-82.6% |
| Admin fee / account holder | $1,775 | $8,421-78.9% | $7,654-76.8% | $12,624-85.9% |