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 | $17,363 | $101,724-82.9% | $164,813-89.5% | $80,856-78.5% |
| Participation rate | 28.0% | 71.8%-43.8pp | 78.6%-50.6pp | 67.6%-39.6pp |
| Annual return | 0.00% | 16.72%-16.7pp | 69.93%-69.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $980 | $4,477-78.1% | $6,031-83.8% | $4,296-77.2% |
| Admin fee / account holder | $21 | $8,227-99.7% | $12,690-99.8% | $6,918-99.7% |