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 | $7,877 | $95,453-91.7% | $112,040-93.0% | $82,448-90.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 19.19% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $775 | $2,318-66.6% | $2,954-73.8% | $2,551-69.6% |
| Participant deferral / active EE | $1,308 | $4,224-69.0% | $5,098-74.3% | $4,139-68.4% |
| Admin fee / account holder | $703 | $9,013-92.2% | $12,098-94.2% | $7,234-90.3% |