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 | $17,774 | $127,065-86.0% | $113,168-84.3% | $142,382-87.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 0.00% | 24.03%-24.0pp | 24.27%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,269 | $3,442-63.1% | $2,975-57.4% | $4,299-70.5% |
| Participant deferral / active EE | $3,269 | $5,716-42.8% | $5,107-36.0% | $6,507-49.8% |
| Admin fee / account holder | $105 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |