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 | $3,940 | $47,105-91.6% | $68,368-94.2% | $67,986-94.2% |
| Participation rate | 50.0% | 51.8%-1.8pp | 73.8%-23.8pp | 57.2%-7.2pp |
| Annual return | 34.96% | 48.37%-13.4pp | 292.57%-257.6pp | 31.67%+3.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,129 | $2,374-52.4% | $4,123-72.6% | $3,358-66.4% |
| Admin fee / account holder | $73 | $2,435-97.0% | $5,150-98.6% | $3,203-97.7% |