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 | $444 | $48,795-99.1% | $65,493-99.3% | $84,808-99.5% |
| Participation rate | 42.2% | 67.0%-24.8pp | 73.1%-30.9pp | 68.3%-26.1pp |
| Annual return | 14.00% | 20.20%-6.2pp | 982.45%-968.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $163 | $2,928-94.4% | $3,961-95.9% | $4,212-96.1% |
| Admin fee / account holder | $160 | $3,877-95.9% | $5,028-96.8% | $7,344-97.8% |