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 | $166,670 | $99,921+66.8% | $85,009+96.1% | $145,959+14.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 83.93% | 83.89%0pp | 66.47%+17.5pp | 561.95%-478.0pp |
| Employer contribution / active EE | $532 | $3,233-83.5% | $2,728-80.5% | $4,661-88.6% |
| Participant deferral / active EE | $577 | $5,293-89.1% | $4,522-87.2% | $6,689-91.4% |
| Admin fee / account holder | $5 | $7,252-99.9% | $6,153-99.9% | $13,398-100.0% |