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 | $83,902-99.2% | $167,512-99.6% | $84,808-99.2% |
| Participation rate | 69.0% | 66.5%+2.5pp | 77.1%-8.1pp | 68.3%+0.7pp |
| Annual return | 10.20% | 91.55%-81.3pp | 1615.79%-1605.6pp | 40.90%-30.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $400 | $4,442-91.0% | $6,405-93.8% | $4,212-90.5% |
| Admin fee / account holder | $302 | $7,915-96.2% | $9,769-96.9% | $7,344-95.9% |