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.)
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 | $5,602 | $80,673-93.1% | $101,326-94.5% | $84,808-93.4% |
| Participation rate | 44.9% | 77.8%-32.9pp | 81.5%-36.6pp | 68.3%-23.4pp |
| Annual return | 2.70% | 38.95%-36.3pp | 36.82%-34.1pp | 40.90%-38.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,422 | $6,840-64.6% | $7,994-69.7% | $4,212-42.5% |
| Admin fee / account holder | $681 | $12,784-94.7% | $11,185-93.9% | $7,344-90.7% |