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 | $314 | $49,657-99.4% | $93,063-99.7% | $67,986-99.5% |
| Participation rate | 22.4% | 49.9%-27.6pp | 72.1%-49.7pp | 57.2%-34.8pp |
| Annual return | 551.70% | 26.27%+525.4pp | 34.15%+517.5pp | 31.67%+520.0pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $81 | $2,484-96.7% | $3,958-97.9% | $3,358-97.6% |
| Admin fee / account holder | $46 | $2,843-98.4% | $6,033-99.2% | $3,203-98.6% |