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 | $43,822 | $114,381-61.7% | $107,525-59.2% | $142,382-69.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 19.57% | 242.71%-223.1pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,257 | $4,015-68.7% | $3,754-66.5% | $4,299-70.8% |
| Participant deferral / active EE | $3,524 | $5,564-36.7% | $5,116-31.1% | $6,507-45.8% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |