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 | $622 | $76,407-99.2% | $150,298-99.6% | $82,448-99.2% |
| Participation rate | 68.4% | 66.4%+2.0pp | 77.8%-9.3pp | 68.1%+0.4pp |
| Annual return | 26.71% | 39.99%-13.3pp | 62.79%-36.1pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $458 | $3,214-85.8% | $5,453-91.6% | $4,139-88.9% |
| Admin fee / account holder | $362 | $6,352-94.3% | $14,116-97.4% | $7,234-95.0% |