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 | $2,178 | $106,110-97.9% | $147,005-98.5% | $77,671-97.2% |
| Participation rate | 6.0% | 78.4%-72.4pp | 82.2%-76.2pp | 70.6%-64.6pp |
| Annual return | 20.78% | 56.77%-36.0pp | 418.76%-398.0pp | 31.21%-10.4pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $92 | $7,992-98.9% | $8,070-98.9% | $4,648-98.0% |
| Admin fee / account holder | $62 | $338-81.7% | $13,006-99.5% | $430-85.6% |