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 | $2,878 | $80,717-96.4% | $154,803-98.1% | $84,808-96.6% |
| Participation rate | 20.0% | 66.8%-46.8pp | 78.1%-58.1pp | 68.3%-48.3pp |
| Annual return | 14.41% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $436 | $3,303-86.8% | $5,540-92.1% | $4,212-89.6% |
| Admin fee / account holder | $5 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |