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 | $22,416 | $90,348-75.2% | $75,972-70.5% | $145,922-84.6% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 13.53% | 620.88%-607.4pp | 359.55%-346.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $794 | $3,311-76.0% | $2,685-70.4% | $4,660-83.0% |
| Participant deferral / active EE | $3,245 | $5,162-37.1% | $4,255-23.8% | $6,688-51.5% |
| Admin fee / account holder | $20 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |