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.
Employer 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 | $7,956 | $114,381-93.0% | $107,525-92.6% | $142,382-94.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 56.55% | 242.71%-186.2pp | 181.32%-124.8pp | 217.08%-160.5pp |
| Employer contribution / active EE | $591 | $4,015-85.3% | $3,754-84.2% | $4,299-86.2% |
| Participant deferral / active EE | $2,901 | $5,564-47.9% | $5,116-43.3% | $6,507-55.4% |
| Admin fee / account holder | $493 | $9,860-95.0% | $8,919-94.5% | $12,624-96.1% |