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 | $19,674 | $80,724-75.6% | $103,333-81.0% | $74,495-73.6% |
| Participation rate | 54.5% | 65.7%-11.2pp | 74.5%-20.0pp | 67.2%-12.7pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.88%-24.9pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,195 | $3,157-62.1% | $3,868-69.1% | $2,623-54.4% |
| Participant deferral / active EE | $1,487 | $3,860-61.5% | $5,057-70.6% | $4,346-65.8% |
| Admin fee / account holder | $224 | $2,368-90.6% | $8,355-97.3% | $1,942-88.5% |