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 | $5,034 | $56,053-91.0% | $75,972-93.4% | $80,856-93.8% |
| Participation rate | 22.0% | 62.0%-40.1pp | 69.1%-47.1pp | 67.6%-45.7pp |
| Annual return | 0.00% | 20.53%-20.5pp | 359.55%-359.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $541 | $1,874-71.1% | $2,685-79.9% | $2,755-80.4% |
| Participant deferral / active EE | $647 | $3,052-78.8% | $4,255-84.8% | $4,296-84.9% |
| Admin fee / account holder | $302 | $5,234-94.2% | $6,467-95.3% | $6,918-95.6% |