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 | $4,898 | $80,673-93.9% | $101,326-95.2% | $84,808-94.2% |
| Participation rate | 38.2% | 77.8%-39.5pp | 81.5%-43.3pp | 68.3%-30.1pp |
| Annual return | 30.68% | 38.95%-8.3pp | 36.82%-6.1pp | 40.90%-10.2pp |
| Employer contribution / active EE | $714 | $2,698-73.6% | $3,665-80.5% | $2,631-72.9% |
| Participant deferral / active EE | $1,410 | $6,840-79.4% | $7,994-82.4% | $4,212-66.5% |
| Admin fee / account holder | $3,575 | $12,784-72.0% | $11,185-68.0% | $7,344-51.3% |