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 | $3,940 | $56,317-93.0% | $71,209-94.5% | $74,304-94.7% |
| Participation rate | 50.0% | 55.1%-5.1pp | 73.8%-23.8pp | 60.3%-10.3pp |
| Annual return | 34.96% | 42.83%-7.9pp | 282.51%-247.6pp | 29.43%+5.5pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,129 | $2,788-59.5% | $4,175-73.0% | $3,767-70.0% |
| Admin fee / account holder | $73 | $2,290-96.8% | $5,349-98.6% | $2,969-97.5% |