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 | $700 | $51,638-98.6% | $68,368-99.0% | $82,448-99.2% |
| Participation rate | 52.4% | 63.6%-11.2pp | 73.8%-21.4pp | 68.1%-15.7pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $385 | $2,914-86.8% | $4,123-90.7% | $4,139-90.7% |
| Admin fee / account holder | $13 | $4,643-99.7% | $5,150-99.7% | $7,234-99.8% |