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 | $2,352 | $80,717-97.1% | $154,803-98.5% | $84,808-97.2% |
| Participation rate | 57.5% | 66.8%-9.3pp | 78.1%-20.6pp | 68.3%-10.8pp |
| Annual return | 21.40% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $360 | $2,761-87.0% | $4,305-91.6% | $2,631-86.3% |
| Participant deferral / active EE | $579 | $3,303-82.5% | $5,540-89.6% | $4,212-86.3% |
| Admin fee / account holder | $554 | $6,746-91.8% | $14,329-96.1% | $7,344-92.5% |