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 | $50,425 | $84,695-40.5% | $73,843-31.7% | $125,391-59.8% |
| Participation rate | 63.2% | 76.8%-13.6pp | 73.4%-10.3pp | 83.2%-20.0pp |
| Annual return | -0.39% | 3123.53%-3123.9pp | 2267.84%-2268.2pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,686 | $3,123-46.0% | $2,787-39.5% | $4,866-65.3% |
| Participant deferral / active EE | $3,909 | $3,992-2.1% | $3,583+9.1% | $5,352-27.0% |
| Admin fee / account holder | $205 | $5,691-96.4% | $4,880-95.8% | $9,540-97.9% |