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 | $20,516 | $80,673-74.6% | $101,326-79.8% | $84,808-75.8% |
| Participation rate | 59.7% | 77.8%-18.1pp | 81.5%-21.8pp | 68.3%-8.6pp |
| Annual return | 0.00% | 38.95%-39.0pp | 36.82%-36.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $404 | $2,698-85.0% | $3,665-89.0% | $2,631-84.6% |
| Participant deferral / active EE | $795 | $6,840-88.4% | $7,994-90.1% | $4,212-81.1% |
| Admin fee / account holder | $509 | $12,784-96.0% | $11,185-95.4% | $7,344-93.1% |