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 | $1,691 | $74,888-97.7% | $71,209-97.6% | $142,382-98.8% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.1%-11.7pp |
| Annual return | 30.58% | 345.14%-314.6pp | 282.51%-251.9pp | 217.08%-186.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,014 | $4,454-77.2% | $4,175-75.7% | $6,507-84.4% |
| Admin fee / account holder | $298 | $5,568-94.7% | $5,349-94.4% | $12,624-97.6% |