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 | $22,728 | $97,125-76.6% | $86,233-73.6% | $137,256-83.4% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.0%-41.2pp | 80.0%-52.2pp |
| Annual return | 28.22% | 74.19%-46.0pp | 61.39%-33.2pp | 220.34%-192.1pp |
| Employer contribution / active EE | $966 | $2,841-66.0% | $2,504-61.4% | $4,156-76.8% |
| Participant deferral / active EE | $2,208 | $5,180-57.4% | $4,559-51.6% | $6,407-65.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |