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 | $24,359 | $80,731-69.8% | $103,374-76.4% | $74,546-67.3% |
| Participation rate | 56.2% | 65.7%-9.5pp | 74.5%-18.3pp | 67.2%-11.0pp |
| Annual return | 12.75% | 27.56%-14.8pp | 24.89%-12.1pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,614 | $3,860-32.3% | $5,058-48.3% | $4,347-39.9% |
| Admin fee / account holder | $869 | $2,369-63.3% | $8,394-89.6% | $1,944-55.3% |