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 | $3,025 | $78,520-96.1% | $96,576-96.9% | $82,448-96.3% |
| Participation rate | 63.6% | 77.7%-14.1pp | 81.4%-17.8pp | 68.1%-4.4pp |
| Annual return | 24.38% | 41.30%-16.9pp | 38.47%-14.1pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,310 | $6,754-80.6% | $7,956-83.5% | $4,139-68.3% |
| Admin fee / account holder | $578 | $13,455-95.7% | $11,381-94.9% | $7,234-92.0% |