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 | $3,087 | $50,982-93.9% | $154,803-98.0% | $85,563-96.4% |
| Participation rate | 15.0% | 59.8%-44.7pp | 78.1%-63.0pp | 66.0%-50.9pp |
| Annual return | -32.38% | 30.35%-62.7pp | 58.88%-91.3pp | 31.51%-63.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $340 | $2,474-86.3% | $5,540-93.9% | $4,375-92.2% |
| Admin fee / account holder | $714 | $846-15.6% | $14,329-95.0% | $834-14.4% |