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 | $7,348 | $87,166-91.6% | $76,735-90.4% | $137,256-94.6% |
| Participation rate | 21.4% | 74.4%-52.9pp | 69.5%-48.1pp | 80.0%-58.5pp |
| Annual return | 64.49% | 26.50%+38.0pp | 29.77%+34.7pp | 220.34%-155.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,161 | $4,726-75.4% | $4,088-71.6% | $6,407-81.9% |
| Admin fee / account holder | $17 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |