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 | $51,638-78.9% | $68,368-84.0% | $82,448-86.8% |
| Participation rate | 64.3% | 63.6%+0.7pp | 73.8%-9.5pp | 68.1%-3.8pp |
| Annual return | 37.11% | 37.53%-0.4pp | 292.57%-255.5pp | 41.64%-4.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,642 | $2,914-9.3% | $4,123-35.9% | $4,139-36.2% |
| Admin fee / account holder | $288 | $4,643-93.8% | $5,150-94.4% | $7,234-96.0% |