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 | $7,797 | $183,592-95.8% | $155,567-95.0% | $145,959-94.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.66% | 61.24%-38.6pp | 64.74%-42.1pp | 561.95%-539.3pp |
| Employer contribution / active EE | $1,123 | $5,315-78.9% | $4,674-76.0% | $4,661-75.9% |
| Participant deferral / active EE | $1,417 | $6,464-78.1% | $5,628-74.8% | $6,689-78.8% |
| Admin fee / account holder | $68 | $19,318-99.6% | $15,916-99.6% | $13,398-99.5% |