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 | $1,668 | $72,071-97.7% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 31.8% | 76.2%-44.4pp | 73.8%-41.9pp | 80.0%-48.1pp |
| Annual return | 37.60% | 353.14%-315.5pp | 292.57%-255.0pp | 220.34%-182.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $437 | $4,410-90.1% | $4,123-89.4% | $6,407-93.2% |
| Admin fee / account holder | $84 | $5,336-98.4% | $5,150-98.4% | $12,270-99.3% |