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 | $5,975 | $71,050-91.6% | $93,606-93.6% | $80,856-92.6% |
| Participation rate | 30.6% | 60.4%-29.9pp | 68.7%-38.2pp | 67.6%-37.1pp |
| Annual return | 19.97% | 11.26%+8.7pp | 133.20%-113.2pp | 35.59%-15.6pp |
| Employer contribution / active EE | $373 | $1,564-76.1% | $2,420-84.6% | $2,755-86.4% |
| Participant deferral / active EE | $785 | $4,034-80.5% | $4,411-82.2% | $4,296-81.7% |
| Admin fee / account holder | $228 | $6,945-96.7% | $8,285-97.2% | $6,918-96.7% |