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 | $34,331 | $100,773-65.9% | $88,946-61.4% | $142,382-75.9% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 21.09% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $634 | $2,918-78.3% | $2,555-75.2% | $4,299-85.3% |
| Participant deferral / active EE | $1,949 | $5,230-62.7% | $4,581-57.5% | $6,507-70.1% |
| Admin fee / account holder | $277 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |