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 | $7,217 | $148,978-95.2% | $200,582-96.4% | $84,808-91.5% |
| Participation rate | 66.2% | 84.2%-18.1pp | 86.9%-20.7pp | 68.3%-2.1pp |
| Annual return | 309.51% | 28.16%+281.3pp | 42.33%+267.2pp | 40.90%+268.6pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,733 | $7,142-47.7% | $9,331-60.0% | $4,212-11.4% |
| Admin fee / account holder | $154 | $13,977-98.9% | $16,305-99.1% | $7,344-97.9% |