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 | $13,641 | $111,814-87.8% | $103,374-86.8% | $145,959-90.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 23.26% | 24.77%-1.5pp | 24.89%-1.6pp | 561.95%-538.7pp |
| Employer contribution / active EE | $2,161 | $4,214-48.7% | $3,869-44.2% | $4,661-53.6% |
| Participant deferral / active EE | $5,600 | $5,618-0.3% | $5,058+10.7% | $6,689-16.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |