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 | $6,088 | $93,170-93.5% | $100,534-93.9% | $84,808-92.8% |
| Participation rate | 19.4% | 75.8%-56.5pp | 80.6%-61.3pp | 68.3%-49.0pp |
| Annual return | 19.00% | 47.13%-28.1pp | 32.66%-13.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $659 | $5,699-88.4% | $6,144-89.3% | $4,212-84.4% |
| Admin fee / account holder | $796 | $7,382-89.2% | $7,654-89.6% | $7,344-89.2% |