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 | $1,569 | $175,202-99.1% | $149,673-99.0% | $139,434-98.9% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 113.91% | 166.71%-52.8pp | 134.42%-20.5pp | 372.94%-259.0pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $683 | $6,519-89.5% | $5,680-88.0% | $6,710-89.8% |
| Admin fee / account holder | $338 | $16,150-97.9% | $13,210-97.4% | $11,403-97.0% |