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 | $11,841 | $127,065-90.7% | $113,168-89.5% | $142,382-91.7% |
| Participation rate | 8.3% | 79.2%-70.9pp | 76.6%-68.2pp | 80.1%-71.8pp |
| Annual return | 48.18% | 24.03%+24.1pp | 24.27%+23.9pp | 217.08%-168.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,586 | $5,716-19.8% | $5,107-10.2% | $6,507-29.5% |
| Admin fee / account holder | $720 | $15,736-95.4% | $12,068-94.0% | $12,624-94.3% |