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.
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 | $7,411 | $81,248-90.9% | $155,509-95.2% | $80,856-90.8% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,087 | $3,100-64.9% | $4,672-76.7% | $2,755-60.5% |
| Participant deferral / active EE | $1,304 | $3,452-62.2% | $5,626-76.8% | $4,296-69.6% |
| Admin fee / account holder | $10 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |