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.
See the 3-year trajectory. $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 | $15,766 | $100,773-84.4% | $88,946-82.3% | $142,382-88.9% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.8%-32.5pp | 80.1%-43.8pp |
| Annual return | 23.47% | 70.18%-46.7pp | 57.82%-34.3pp | 217.08%-193.6pp |
| Employer contribution / active EE | $724 | $2,918-75.2% | $2,555-71.7% | $4,299-83.2% |
| Participant deferral / active EE | $897 | $5,230-82.8% | $4,581-80.4% | $6,507-86.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |