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 | $7,648 | $74,888-89.8% | $71,209-89.3% | $142,382-94.6% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 29.70% | 345.14%-315.4pp | 282.51%-252.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $941 | $2,854-67.0% | $2,721-65.4% | $4,299-78.1% |
| Participant deferral / active EE | $1,062 | $4,454-76.2% | $4,175-74.6% | $6,507-83.7% |
| Admin fee / account holder | $101 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |