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 | $29,036 | $100,773-71.2% | $88,946-67.4% | $142,382-79.6% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.8%-24.4pp | 80.1%-35.7pp |
| Annual return | 12.74% | 70.18%-57.4pp | 57.82%-45.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | -$1,090 | $2,918-137.4% | $2,555-142.7% | $4,299-125.4% |
| Participant deferral / active EE | $5,173 | $5,230-1.1% | $4,581+12.9% | $6,507-20.5% |
| Admin fee / account holder | $94 | $9,693-99.0% | $8,261-98.9% | $12,624-99.3% |