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 | $9,630 | $69,745-86.2% | $67,511-85.7% | $74,546-87.1% |
| Participation rate | 15.3% | 71.3%-56.1pp | 72.9%-57.6pp | 67.2%-52.0pp |
| Annual return | 48.10% | -40.37%+88.5pp | 3517.41%-3469.3pp | 1366.03%-1317.9pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $884 | $3,636-75.7% | $4,000-77.9% | $4,347-79.7% |
| Admin fee / account holder | $43 | $894-95.1% | $3,999-98.9% | $1,944-97.8% |