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.
Participant 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 | $3,019 | $51,638-94.2% | $68,368-95.6% | $82,448-96.3% |
| Participation rate | 23.3% | 63.6%-40.3pp | 73.8%-50.4pp | 68.1%-44.7pp |
| Annual return | 24.28% | 37.53%-13.2pp | 292.57%-268.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $420 | $2,914-85.6% | $4,123-89.8% | $4,139-89.8% |
| Admin fee / account holder | $109 | $4,643-97.6% | $5,150-97.9% | $7,234-98.5% |