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.
Employer 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 | $121,426 | $201,272-39.7% | $184,203-34.1% | $145,922-16.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.35% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,342 | $7,022-80.9% | $6,427-79.1% | $4,660-71.2% |
| Participant deferral / active EE | $3,754 | $9,806-61.7% | $9,131-58.9% | $6,688-43.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |