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 | $3,234 | $70,606-95.4% | $53,898-94.0% | $142,382-97.7% |
| Participation rate | 23.5% | 63.7%-40.2pp | 55.0%-31.4pp | 80.1%-56.6pp |
| Annual return | 17.81% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $123 | $1,202-89.8% | $932-86.8% | $4,299-97.1% |
| Participant deferral / active EE | $232 | $2,364-90.2% | $1,826-87.3% | $6,507-96.4% |
| Admin fee / account holder | $118 | $2,852-95.9% | $2,491-95.3% | $12,624-99.1% |