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 | $5,567 | $81,248-93.1% | $155,509-96.4% | $80,856-93.1% |
| Participation rate | 38.7% | 66.2%-27.5pp | 78.2%-39.5pp | 67.6%-28.9pp |
| Annual return | 23.72% | 33.31%-9.6pp | 64.67%-40.9pp | 35.59%-11.9pp |
| Employer contribution / active EE | $237 | $3,100-92.3% | $4,672-94.9% | $2,755-91.4% |
| Participant deferral / active EE | $1,335 | $3,452-61.3% | $5,626-76.3% | $4,296-68.9% |
| Admin fee / account holder | $124 | $7,997-98.4% | $15,912-99.2% | $6,918-98.2% |