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.
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 | $887 | $56,317-98.4% | $71,209-98.8% | $74,304-98.8% |
| Participation rate | 61.9% | 55.1%+6.8pp | 73.8%-11.8pp | 60.3%+1.6pp |
| Annual return | 86.81% | 42.83%+44.0pp | 282.51%-195.7pp | 29.43%+57.4pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $529 | $2,788-81.0% | $4,175-87.3% | $3,767-85.9% |
| Admin fee / account holder | $121 | $2,290-94.7% | $5,349-97.7% | $2,969-95.9% |