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 | $15,599 | $138,347-88.7% | $184,203-91.5% | $80,856-80.7% |
| Participation rate | 20.0% | 83.9%-63.9pp | 86.8%-66.8pp | 67.6%-47.6pp |
| Annual return | 17.78% | 20.02%-2.2pp | 28.81%-11.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,350 | $7,071-80.9% | $9,131-85.2% | $4,296-68.6% |
| Admin fee / account holder | $348 | $10,483-96.7% | $13,901-97.5% | $6,918-95.0% |