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 | $97,125-70.1% | $86,233-66.3% | $137,256-78.8% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 12.74% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | -$1,090 | $2,841-138.4% | $2,504-143.5% | $4,156-126.2% |
| Participant deferral / active EE | $5,173 | $5,180-0.1% | $4,559+13.5% | $6,407-19.3% |
| Admin fee / account holder | $94 | $9,725-99.0% | $8,342-98.9% | $12,270-99.2% |