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 10-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 | $22,761 | $99,079-77.0% | $77,999-70.8% | $273,961-91.7% |
| Participation rate | 56.5% | 78.6%-22.0pp | 75.5%-19.0pp | 83.0%-26.5pp |
| Annual return | 9.33% | 217.93%-208.6pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $630 | $3,308-81.0% | $2,470-74.5% | $4,869-87.1% |
| Participant deferral / active EE | $2,967 | $4,306-31.1% | $3,497-15.2% | $5,287-43.9% |
| Admin fee / account holder | $27 | $8,954-99.7% | $5,480-99.5% | $10,132-99.7% |