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 | $23,330-97.1% | $64,489-98.9% | $82,448-99.2% |
| Participation rate | 55.6% | 68.3%-12.7pp | 67.7%-12.1pp | 68.1%-12.5pp |
| Annual return | 0.00% | 83.66%-83.7pp | 55.03%-55.0pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $552 | $1,707-67.7% | $2,778-80.1% | $4,139-86.7% |
| Admin fee / account holder | $78 | $2,946-97.4% | $4,260-98.2% | $7,234-98.9% |