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 | $20,230 | $72,071-71.9% | $68,368-70.4% | $137,256-85.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 25.91% | 353.14%-327.2pp | 292.57%-266.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,061 | $2,788-61.9% | $2,649-59.9% | $4,156-74.5% |
| Participant deferral / active EE | $2,132 | $4,410-51.7% | $4,123-48.3% | $6,407-66.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |