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 | $697 | $80,812-99.1% | $160,784-99.6% | $82,448-99.2% |
| Participation rate | 69.0% | 66.2%+2.7pp | 77.0%-8.0pp | 68.1%+0.9pp |
| Annual return | 10.20% | 100.59%-90.4pp | 1803.92%-1793.7pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $400 | $4,335-90.8% | $6,293-93.6% | $4,139-90.3% |
| Admin fee / account holder | $302 | $7,695-96.1% | $9,717-96.9% | $7,234-95.8% |