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 | $897 | $51,638-98.3% | $68,368-98.7% | $82,448-98.9% |
| Participation rate | 60.5% | 63.6%-3.1pp | 73.8%-13.2pp | 68.1%-7.5pp |
| Annual return | 22.53% | 37.53%-15.0pp | 292.57%-270.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $463 | $2,914-84.1% | $4,123-88.8% | $4,139-88.8% |
| Admin fee / account holder | $319 | $4,643-93.1% | $5,150-93.8% | $7,234-95.6% |