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 | $6,502 | $80,717-91.9% | $154,803-95.8% | $84,808-92.3% |
| Participation rate | 28.1% | 66.8%-38.7pp | 78.1%-49.9pp | 68.3%-40.2pp |
| Annual return | 23.92% | 37.96%-14.0pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $389 | $2,761-85.9% | $4,305-91.0% | $2,631-85.2% |
| Participant deferral / active EE | $394 | $3,303-88.1% | $5,540-92.9% | $4,212-90.7% |
| Admin fee / account holder | $361 | $6,746-94.7% | $14,329-97.5% | $7,344-95.1% |