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 | $23,796 | $76,785-69.0% | $56,441-57.8% | $145,959-83.7% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 14.42% | 3000.51%-2986.1pp | 1704.21%-1689.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $436 | $1,381-68.4% | $1,039-58.1% | $4,661-90.6% |
| Participant deferral / active EE | $1,635 | $2,624-37.7% | $1,953-16.3% | $6,689-75.6% |
| Admin fee / account holder | $69 | $3,334-97.9% | $2,829-97.6% | $13,398-99.5% |