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 | $29,667-91.4% | $56,441-95.5% | $80,874-96.8% |
| Participation rate | 68.6% | 41.7%+27.0pp | 52.5%+16.1pp | 67.6%+1.0pp |
| Annual return | 0.00% | 35.22%-35.2pp | 1704.21%-1704.2pp | 35.62%-35.6pp |
| Employer contribution / active EE | $405 | $669-39.4% | $1,039-61.0% | $2,756-85.3% |
| Participant deferral / active EE | $1,392 | $1,227+13.5% | $1,953-28.7% | $4,297-67.6% |
| Admin fee / account holder | $233 | $2,429-90.4% | $2,829-91.8% | $6,935-96.6% |