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 | $1,811 | $60,022-97.0% | $88,946-98.0% | $84,808-97.9% |
| Participation rate | 58.1% | 57.8%+0.2pp | 68.8%-10.8pp | 68.3%-10.2pp |
| Annual return | 2.92% | 22.43%-19.5pp | 57.82%-54.9pp | 40.90%-38.0pp |
| Employer contribution / active EE | $290 | $1,703-83.0% | $2,555-88.6% | $2,631-89.0% |
| Participant deferral / active EE | $392 | $3,114-87.4% | $4,581-91.4% | $4,212-90.7% |
| Admin fee / account holder | $304 | $4,811-93.7% | $8,261-96.3% | $7,344-95.9% |