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 | $16,295 | $80,724-79.8% | $103,333-84.2% | $74,495-78.1% |
| Participation rate | 16.6% | 65.7%-49.1pp | 74.5%-58.0pp | 67.2%-50.6pp |
| Annual return | 11.19% | 27.56%-16.4pp | 24.88%-13.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $594 | $3,860-84.6% | $5,057-88.3% | $4,346-86.3% |
| Admin fee / account holder | $2,900 | $2,368+22.4% | $8,355-65.3% | $1,942+49.3% |