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 | $5,500 | $83,337-93.4% | $67,834-91.9% | $273,961-98.0% |
| Participation rate | 15.4% | 76.4%-61.1pp | 68.8%-53.4pp | 83.0%-67.6pp |
| Annual return | 3.08% | 259.45%-256.4pp | 138.47%-135.4pp | 41.45%-38.4pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $18 | $4,088-99.6% | $3,160-99.4% | $5,287-99.7% |
| Admin fee / account holder | $1,628 | $6,752-75.9% | $4,622-64.8% | $10,132-83.9% |