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 | $13,432 | $150,197-91.1% | $120,368-88.8% | $145,959-90.8% |
| Participation rate | 68.4% | 78.8%-10.3pp | 71.9%-3.5pp | 80.3%-11.9pp |
| Annual return | 0.00% | 154.26%-154.3pp | 107.26%-107.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,730 | $4,350-60.2% | $3,465-50.1% | $4,661-62.9% |
| Participant deferral / active EE | $5,047 | $6,174-18.2% | $4,991+1.1% | $6,689-24.5% |
| Admin fee / account holder | $258 | $12,216-97.9% | $9,429-97.3% | $13,398-98.1% |