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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $159,829 | $150,197+6.4% | $120,368+32.8% | $145,959+9.5% |
| Participation rate | 38.5% | 78.8%-40.3pp | 71.9%-33.4pp | 80.3%-41.8pp |
| Annual return | 14.96% | 154.26%-139.3pp | 107.26%-92.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $397 | $4,350-90.9% | $3,465-88.6% | $4,661-91.5% |
| Participant deferral / active EE | $2,794 | $6,174-54.7% | $4,991-44.0% | $6,689-58.2% |
| Admin fee / account holder | $16 | $12,216-99.9% | $9,429-99.8% | $13,398-99.9% |