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 | $373 | $51,895-99.3% | $93,063-99.6% | $79,634-99.5% |
| Participation rate | 18.5% | 52.6%-34.0pp | 72.1%-53.6pp | 62.5%-44.0pp |
| Annual return | 0.00% | 18.14%-18.1pp | 34.15%-34.2pp | 36.46%-36.5pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $2,476-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $82 | $2,964-97.2% | $3,958-97.9% | $3,835-97.9% |
| Admin fee / account holder | $38 | $657-94.2% | $6,033-99.4% | $1,002-96.2% |