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 | $305 | $55,371-99.4% | $95,585-99.7% | $74,304-99.6% |
| Participation rate | 35.9% | 53.8%-17.9pp | 72.1%-36.2pp | 60.3%-24.5pp |
| Annual return | 186.60% | 24.26%+162.3pp | 38.56%+148.0pp | 29.43%+157.2pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $95 | $2,955-96.8% | $4,023-97.6% | $3,767-97.5% |
| Admin fee / account holder | $9 | $2,620-99.6% | $6,127-99.8% | $2,969-99.7% |