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 | $1,000 | $86,944-98.9% | $107,525-99.1% | $74,304-98.7% |
| Participation rate | 7.9% | 59.6%-51.6pp | 75.1%-67.1pp | 60.3%-52.4pp |
| Annual return | 0.00% | 23.52%-23.5pp | 181.32%-181.3pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $65 | $3,727-98.3% | $8,919-99.3% | $2,969-97.8% |