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 | $7,622 | $74,888-89.8% | $71,209-89.3% | $142,382-94.6% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 19.65% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $764 | $2,854-73.2% | $2,721-71.9% | $4,299-82.2% |
| Participant deferral / active EE | $1,161 | $4,454-73.9% | $4,175-72.2% | $6,507-82.2% |
| Admin fee / account holder | $243 | $5,568-95.6% | $5,349-95.5% | $12,624-98.1% |