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 | $92,798-94.2% | $96,707-94.4% | $137,256-96.1% |
| Participation rate | 57.1% | 81.6%-24.5pp | 80.4%-23.2pp | 80.0%-22.8pp |
| Annual return | 20.78% | 31.24%-10.5pp | 34.78%-14.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,246 | $4,147-69.9% | $4,191-70.3% | $4,156-70.0% |
| Participant deferral / active EE | $1,135 | $5,877-80.7% | $5,997-81.1% | $6,407-82.3% |
| Admin fee / account holder | $1,775 | $7,946-77.7% | $7,503-76.3% | $12,270-85.5% |