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 | $8,215 | $88,672-90.7% | $105,223-92.2% | $82,448-90.0% |
| Participation rate | 16.7% | 67.9%-51.3pp | 75.0%-58.4pp | 68.1%-51.4pp |
| Annual return | 3.10% | 30.86%-27.8pp | 180.65%-177.6pp | 41.64%-38.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $944 | $4,036-76.6% | $5,072-81.4% | $4,139-77.2% |
| Admin fee / account holder | $829 | $7,146-88.4% | $8,859-90.6% | $7,234-88.5% |