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 | $2,564 | $29,660-91.4% | $56,411-95.5% | $80,856-96.8% |
| Participation rate | 68.6% | 41.6%+27.0pp | 52.5%+16.2pp | 67.6%+1.0pp |
| Annual return | 0.00% | 35.23%-35.2pp | 1701.33%-1701.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $405 | $669-39.4% | $1,039-61.0% | $2,755-85.3% |
| Participant deferral / active EE | $1,392 | $1,226+13.5% | $1,952-28.7% | $4,296-67.6% |
| Admin fee / account holder | $233 | $2,428-90.4% | $2,829-91.8% | $6,918-96.6% |