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.
Employer 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 | $6,528 | $159,934-95.9% | $147,005-95.6% | $145,959-95.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 69.69% | 98.24%-28.5pp | 418.76%-349.1pp | 561.95%-492.3pp |
| Employer contribution / active EE | $584 | $5,287-89.0% | $4,934-88.2% | $4,661-87.5% |
| Participant deferral / active EE | $3,576 | $8,427-57.6% | $8,070-55.7% | $6,689-46.5% |
| Admin fee / account holder | $357 | $15,053-97.6% | $13,006-97.3% | $13,398-97.3% |