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 | $9,045 | $56,053-83.9% | $75,972-88.1% | $80,856-88.8% |
| Participation rate | 37.1% | 62.0%-24.9pp | 69.1%-31.9pp | 67.6%-30.5pp |
| Annual return | 18.15% | 20.53%-2.4pp | 359.55%-341.4pp | 35.59%-17.4pp |
| Employer contribution / active EE | $402 | $1,874-78.5% | $2,685-85.0% | $2,755-85.4% |
| Participant deferral / active EE | $1,079 | $3,052-64.7% | $4,255-74.7% | $4,296-74.9% |
| Admin fee / account holder | $1 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |