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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,919 | $54,705-80.0% | $71,209-84.7% | $84,808-87.1% |
| Participation rate | 64.3% | 64.1%+0.2pp | 73.8%-9.5pp | 68.3%-4.0pp |
| Annual return | 37.11% | 35.90%+1.2pp | 282.51%-245.4pp | 40.90%-3.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,642 | $3,030-12.8% | $4,175-36.7% | $4,212-37.3% |
| Admin fee / account holder | $288 | $4,863-94.1% | $5,349-94.6% | $7,344-96.1% |