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 | $329 | $51,895-99.4% | $93,063-99.6% | $79,634-99.6% |
| Participation rate | 23.9% | 52.6%-28.7pp | 72.1%-48.2pp | 62.5%-38.6pp |
| Annual return | 43.54% | 18.14%+25.4pp | 34.15%+9.4pp | 36.46%+7.1pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $2,476-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $47 | $2,964-98.4% | $3,958-98.8% | $3,835-98.8% |
| Admin fee / account holder | $0 | $657-100.0% | $6,033-100.0% | $1,002-100.0% |