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.
Employer 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 | $4,660 | $80,717-94.2% | $154,803-97.0% | $84,808-94.5% |
| Participation rate | 46.2% | 66.8%-20.7pp | 78.1%-31.9pp | 68.3%-22.2pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $29 | $2,761-98.9% | $4,305-99.3% | $2,631-98.9% |
| Participant deferral / active EE | $2,067 | $3,303-37.4% | $5,540-62.7% | $4,212-50.9% |
| Admin fee / account holder | $2 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |