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 | $778 | $63,703-98.8% | $93,063-99.2% | $82,448-99.1% |
| Participation rate | 44.1% | 63.8%-19.7pp | 72.1%-28.0pp | 68.1%-24.0pp |
| Annual return | 32.97% | -775.43%+808.4pp | 34.15%-1.2pp | 41.64%-8.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $189 | $2,919-93.5% | $3,958-95.2% | $4,139-95.4% |
| Admin fee / account holder | $55 | $5,982-99.1% | $6,033-99.1% | $7,234-99.2% |