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 | $266 | $56,317-99.5% | $71,209-99.6% | $74,304-99.6% |
| Participation rate | 38.8% | 55.1%-16.4pp | 73.8%-35.0pp | 60.3%-21.6pp |
| Annual return | 70.08% | 42.83%+27.2pp | 282.51%-212.4pp | 29.43%+40.6pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $90 | $2,788-96.8% | $4,175-97.8% | $3,767-97.6% |
| Admin fee / account holder | $17 | $2,290-99.3% | $5,349-99.7% | $2,969-99.4% |