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 | $2,300 | $63,904-96.4% | $89,340-97.4% | $67,986-96.6% |
| Participation rate | 65.3% | 54.3%+11.0pp | 69.6%-4.2pp | 57.2%+8.1pp |
| Annual return | 79.20% | 18.09%+61.1pp | 20.57%+58.6pp | 31.67%+47.5pp |
| Employer contribution / active EE | $519 | $1,627-68.1% | $2,231-76.7% | $2,019-74.3% |
| Participant deferral / active EE | $958 | $2,691-64.4% | $3,823-74.9% | $3,358-71.5% |
| Admin fee / account holder | $301 | $3,315-90.9% | $6,704-95.5% | $3,203-90.6% |