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 | $10,007 | $62,127-83.9% | $81,382-87.7% | $74,495-86.6% |
| Participation rate | 5.6% | 64.0%-58.5pp | 69.5%-63.9pp | 67.2%-61.6pp |
| Annual return | -9.25% | 16.48%-25.7pp | 24.73%-34.0pp | 1364.94%-1374.2pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $434 | $3,229-86.6% | $3,883-88.8% | $4,346-90.0% |
| Admin fee / account holder | $2,478 | $1,934+28.1% | $5,768-57.0% | $1,942+27.6% |