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.
Employer 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 | $36,558 | $148,978-75.5% | $200,582-81.8% | $84,808-56.9% |
| Participation rate | 40.7% | 84.2%-43.5pp | 86.9%-46.1pp | 68.3%-27.6pp |
| Annual return | 13.69% | 28.16%-14.5pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $385 | $4,815-92.0% | $6,419-94.0% | $2,631-85.4% |
| Participant deferral / active EE | $4,094 | $7,142-42.7% | $9,331-56.1% | $4,212-2.8% |
| Admin fee / account holder | $5,366 | $13,977-61.6% | $16,305-67.1% | $7,344-26.9% |