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 | $2,356 | $64,839-96.4% | $95,585-97.5% | $84,808-97.2% |
| Participation rate | 37.9% | 63.8%-25.9pp | 72.1%-34.1pp | 68.3%-30.4pp |
| Annual return | 28.91% | -670.96%+699.9pp | 38.56%-9.7pp | 40.90%-12.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $703 | $2,965-76.3% | $4,023-82.5% | $4,212-83.3% |
| Admin fee / account holder | $592 | $5,964-90.1% | $6,127-90.3% | $7,344-91.9% |