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 | $7,709 | $177,572-95.7% | $154,803-95.0% | $142,382-94.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 29.86% | 65.07%-35.2pp | 58.88%-29.0pp | 217.08%-187.2pp |
| Employer contribution / active EE | $1,038 | $4,810-78.4% | $4,305-75.9% | $4,299-75.8% |
| Participant deferral / active EE | $1,046 | $6,272-83.3% | $5,540-81.1% | $6,507-83.9% |
| Admin fee / account holder | $1,365 | $16,786-91.9% | $14,329-90.5% | $12,624-89.2% |