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 | $9,405 | $127,065-92.6% | $113,168-91.7% | $142,382-93.4% |
| Participation rate | 31.8% | 79.2%-47.4pp | 76.6%-44.7pp | 80.1%-48.3pp |
| Annual return | 48.65% | 24.03%+24.6pp | 24.27%+24.4pp | 217.08%-168.4pp |
| Employer contribution / active EE | $1,401 | $3,442-59.3% | $2,975-52.9% | $4,299-67.4% |
| Participant deferral / active EE | $1,581 | $5,716-72.3% | $5,107-69.0% | $6,507-75.7% |
| Admin fee / account holder | $2,914 | $15,736-81.5% | $12,068-75.9% | $12,624-76.9% |