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 | $35,437 | $138,385-74.4% | $184,200-80.8% | $80,874-56.2% |
| Participation rate | 34.6% | 83.9%-49.3pp | 86.8%-52.3pp | 67.6%-33.1pp |
| Annual return | 166.10% | 20.02%+146.1pp | 28.80%+137.3pp | 35.62%+130.5pp |
| Employer contribution / active EE | $1,513 | $4,849-68.8% | $6,424-76.5% | $2,756-45.1% |
| Participant deferral / active EE | $2,027 | $7,073-71.3% | $9,132-77.8% | $4,297-52.8% |
| Admin fee / account holder | $2,015 | $10,483-80.8% | $13,907-85.5% | $6,935-70.9% |