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.
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 | $8,570 | $51,638-83.4% | $68,368-87.5% | $82,448-89.6% |
| Participation rate | 58.8% | 63.6%-4.8pp | 73.8%-14.9pp | 68.1%-9.2pp |
| Annual return | 29.38% | 37.53%-8.2pp | 292.57%-263.2pp | 41.64%-12.3pp |
| Employer contribution / active EE | $1,570 | $2,047-23.3% | $2,649-40.7% | $2,551-38.4% |
| Participant deferral / active EE | $2,542 | $2,914-12.8% | $4,123-38.4% | $4,139-38.6% |
| Admin fee / account holder | $173 | $4,643-96.3% | $5,150-96.6% | $7,234-97.6% |