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 | $687 | $24,730-97.2% | $66,042-99.0% | $84,808-99.2% |
| Participation rate | 55.6% | 68.1%-12.5pp | 67.5%-12.0pp | 68.3%-12.8pp |
| Annual return | 0.00% | 79.55%-79.5pp | 52.11%-52.1pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $552 | $1,737-68.2% | $2,835-80.5% | $4,212-86.9% |
| Admin fee / account holder | $78 | $3,014-97.4% | $5,747-98.6% | $7,344-98.9% |