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 | $3,820 | $67,984-94.4% | $65,493-94.2% | $74,304-94.9% |
| Participation rate | 26.0% | 66.3%-40.3pp | 73.1%-47.1pp | 60.3%-34.3pp |
| Annual return | 23.34% | 19.87%+3.5pp | 982.45%-959.1pp | 29.43%-6.1pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $651 | $3,346-80.5% | $3,961-83.6% | $3,767-82.7% |
| Admin fee / account holder | $357 | $1,373-74.0% | $5,028-92.9% | $2,969-88.0% |