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 | $65,561-96.5% | $91,541-97.5% | $74,304-96.9% |
| Participation rate | 65.3% | 56.6%+8.8pp | 69.8%-4.4pp | 60.3%+5.0pp |
| Annual return | 79.20% | 17.68%+61.5pp | 20.50%+58.7pp | 29.43%+49.8pp |
| Employer contribution / active EE | $519 | $1,717-69.8% | $2,505-79.3% | $2,241-76.8% |
| Participant deferral / active EE | $958 | $2,918-67.2% | $4,008-76.1% | $3,767-74.6% |
| Admin fee / account holder | $301 | $3,333-91.0% | $6,956-95.7% | $2,969-89.9% |