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 | $10,577 | $108,919-90.3% | $100,391-89.5% | $145,922-92.8% |
| Participation rate | 40.0% | 82.9%-42.9pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 26.87% | 57.88%-31.0pp | 49.20%-22.3pp | 561.29%-534.4pp |
| Employer contribution / active EE | $1,798 | $4,419-59.3% | $3,942-54.4% | $4,660-61.4% |
| Participant deferral / active EE | $3,354 | $8,445-60.3% | $8,082-58.5% | $6,688-49.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |