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 | $437 | $110,483-99.6% | $145,433-99.7% | $79,634-99.5% |
| Participation rate | 31.3% | 71.1%-39.8pp | 82.1%-50.8pp | 62.5%-31.2pp |
| Annual return | 62.66% | 24.62%+38.0pp | 66.58%-3.9pp | 36.46%+26.2pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $170 | $7,216-97.6% | $7,897-97.8% | $3,835-95.6% |
| Admin fee / account holder | $111 | $680-83.7% | $13,129-99.2% | $1,002-88.9% |