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 | $9,033 | $74,927-87.9% | $101,794-91.1% | $84,808-89.3% |
| Participation rate | 26.5% | 61.4%-34.9pp | 69.2%-42.7pp | 68.3%-41.8pp |
| Annual return | 22.19% | 18.70%+3.5pp | 30.53%-8.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $701 | $3,099-77.4% | $4,084-82.8% | $4,212-83.4% |
| Admin fee / account holder | $132 | $6,514-98.0% | $8,777-98.5% | $7,344-98.2% |