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 | $14,107 | $214,378-93.4% | $200,582-93.0% | $142,382-90.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 20.65% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,000 | $6,841-70.8% | $6,419-68.8% | $4,299-53.5% |
| Participant deferral / active EE | $2,333 | $9,865-76.4% | $9,331-75.0% | $6,507-64.2% |
| Admin fee / account holder | $2,312 | $17,692-86.9% | $16,305-85.8% | $12,624-81.7% |