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 | $3,988 | $34,934-88.6% | $56,411-92.9% | $74,495-94.6% |
| Participation rate | 7.0% | 32.8%-25.8pp | 52.5%-45.4pp | 67.2%-60.2pp |
| Annual return | -2.07% | 25.94%-28.0pp | 1701.33%-1703.4pp | 1364.94%-1367.0pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $219 | $1,170-81.3% | $1,952-88.8% | $4,346-95.0% |
| Admin fee / account holder | $955 | $2,364-59.6% | $2,829-66.3% | $1,942-50.8% |