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 | $2,942 | $74,927-96.1% | $101,794-97.1% | $84,808-96.5% |
| Participation rate | 15.2% | 61.4%-46.3pp | 69.2%-54.0pp | 68.3%-53.2pp |
| Annual return | 38.26% | 18.70%+19.6pp | 30.53%+7.7pp | 40.90%-2.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $387 | $3,099-87.5% | $4,084-90.5% | $4,212-90.8% |
| Admin fee / account holder | $422 | $6,514-93.5% | $8,777-95.2% | $7,344-94.2% |