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 | $7,497 | $111,724-93.3% | $93,606-92.0% | $145,922-94.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 56.83% | 202.98%-146.2pp | 133.20%-76.4pp | 561.29%-504.5pp |
| Employer contribution / active EE | $3,462 | $3,090+12.1% | $2,420+43.1% | $4,660-25.7% |
| Participant deferral / active EE | $748 | $4,912-84.8% | $4,411-83.0% | $6,688-88.8% |
| Admin fee / account holder | $32 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |