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 | $1,856 | $56,317-96.7% | $71,209-97.4% | $74,304-97.5% |
| Participation rate | 58.0% | 55.1%+2.8pp | 73.8%-15.8pp | 60.3%-2.4pp |
| Annual return | 37.75% | 42.83%-5.1pp | 282.51%-244.8pp | 29.43%+8.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $743 | $2,788-73.4% | $4,175-82.2% | $3,767-80.3% |
| Admin fee / account holder | $137 | $2,290-94.0% | $5,349-97.4% | $2,969-95.4% |