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 | $16,172 | $183,519-91.2% | $155,509-89.6% | $145,922-88.9% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.6pp |
| Annual return | 18.18% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,359 | $5,313-74.4% | $4,672-70.9% | $4,660-70.8% |
| Participant deferral / active EE | $1,037 | $6,462-84.0% | $5,626-81.6% | $6,688-84.5% |
| Admin fee / account holder | $138 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |