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 | $379 | $63,703-99.4% | $93,063-99.6% | $82,448-99.5% |
| Participation rate | 54.5% | 63.8%-9.3pp | 72.1%-17.6pp | 68.1%-13.5pp |
| Annual return | 0.00% | -775.43%+775.4pp | 34.15%-34.2pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $278 | $2,919-90.5% | $3,958-93.0% | $4,139-93.3% |
| Admin fee / account holder | $89 | $5,982-98.5% | $6,033-98.5% | $7,234-98.8% |