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 | $18,834 | $102,317-81.6% | $146,958-87.2% | $80,856-76.7% |
| Participation rate | 35.7% | 75.8%-40.1pp | 82.2%-46.4pp | 67.6%-31.9pp |
| Annual return | 20.98% | 134.76%-113.8pp | 418.34%-397.4pp | 35.59%-14.6pp |
| Employer contribution / active EE | $1,979 | $3,713-46.7% | $4,933-59.9% | $2,755-28.2% |
| Participant deferral / active EE | $2,000 | $6,644-69.9% | $8,070-75.2% | $4,296-53.4% |
| Admin fee / account holder | $2,378 | $7,941-70.1% | $12,998-81.7% | $6,918-65.6% |