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 | $11,322 | $109,881-89.7% | $150,045-92.5% | $84,808-86.6% |
| Participation rate | 23.5% | 76.1%-52.6pp | 82.3%-58.8pp | 68.3%-44.8pp |
| Annual return | 23.76% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $931 | $3,561-73.9% | $4,693-80.2% | $2,631-64.6% |
| Participant deferral / active EE | $1,082 | $6,636-83.7% | $7,997-86.5% | $4,212-74.3% |
| Admin fee / account holder | $2,167 | $8,568-74.7% | $13,435-83.9% | $7,344-70.5% |