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 | $5,227 | $81,248-93.6% | $155,509-96.6% | $80,856-93.5% |
| Participation rate | 18.6% | 66.2%-47.6pp | 78.2%-59.5pp | 67.6%-49.0pp |
| Annual return | 38.35% | 33.31%+5.0pp | 64.67%-26.3pp | 35.59%+2.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $721 | $3,452-79.1% | $5,626-87.2% | $4,296-83.2% |
| Admin fee / account holder | $316 | $7,997-96.0% | $15,912-98.0% | $6,918-95.4% |