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 | $7,148 | $109,982-93.5% | $97,226-92.6% | $145,922-95.1% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 15.16% | 242.90%-227.7pp | 75.13%-60.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $875 | $3,084-71.6% | $2,729-67.9% | $4,660-81.2% |
| Participant deferral / active EE | $1,316 | $4,676-71.9% | $4,264-69.1% | $6,688-80.3% |
| Admin fee / account holder | $183 | $6,221-97.1% | $5,654-96.8% | $13,397-98.6% |