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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,358 | $42,886-85.2% | $88,946-92.9% | $85,563-92.6% |
| Participation rate | 9.0% | 37.9%-28.9pp | 68.8%-59.9pp | 66.0%-57.0pp |
| Annual return | 11.26% | 44.56%-33.3pp | 57.82%-46.6pp | 31.51%-20.3pp |
| Employer contribution / active EE | $71 | $1,147-93.8% | $2,555-97.2% | $2,654-97.3% |
| Participant deferral / active EE | $266 | $2,108-87.4% | $4,581-94.2% | $4,375-93.9% |
| Admin fee / account holder | $741 | $2,263-67.3% | $8,261-91.0% | $834-11.2% |