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 | $183,519-95.8% | $155,509-95.0% | $145,922-94.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.66% | 61.17%-38.5pp | 64.67%-42.0pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,123 | $5,313-78.9% | $4,672-76.0% | $4,660-75.9% |
| Participant deferral / active EE | $1,417 | $6,462-78.1% | $5,626-74.8% | $6,688-78.8% |
| Admin fee / account holder | $68 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |