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 | $5,551 | $70,756-92.2% | $65,493-91.5% | $142,382-96.1% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 0.00% | 1754.89%-1754.9pp | 982.45%-982.4pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,667 | $2,881-42.1% | $2,574-35.3% | $4,299-61.2% |
| Participant deferral / active EE | $1,867 | $4,637-59.7% | $3,961-52.9% | $6,507-71.3% |
| Admin fee / account holder | $66 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |