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.
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 | $18,236 | $87,013-79.0% | $106,213-82.8% | $80,856-77.4% |
| Participation rate | 16.7% | 70.4%-53.8pp | 75.3%-58.6pp | 67.6%-51.0pp |
| Annual return | 0.00% | 17.05%-17.0pp | 116.14%-116.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $346 | $3,986-91.3% | $5,016-93.1% | $4,296-91.9% |
| Admin fee / account holder | $26 | $8,431-99.7% | $11,033-99.8% | $6,918-99.6% |