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 | $7,419 | $177,572-95.8% | $154,803-95.2% | $142,382-94.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | -3.00% | 65.07%-68.1pp | 58.88%-61.9pp | 217.08%-220.1pp |
| Employer contribution / active EE | $1,370 | $4,810-71.5% | $4,305-68.2% | $4,299-68.1% |
| Participant deferral / active EE | $1,528 | $6,272-75.6% | $5,540-72.4% | $6,507-76.5% |
| Admin fee / account holder | $1,344 | $16,786-92.0% | $14,329-90.6% | $12,624-89.4% |