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 | $72,071-89.4% | $68,368-88.8% | $137,256-94.4% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.0%-26.6pp |
| Annual return | 29.70% | 353.14%-323.4pp | 292.57%-262.9pp | 220.34%-190.6pp |
| Employer contribution / active EE | $941 | $2,788-66.2% | $2,649-64.5% | $4,156-77.4% |
| Participant deferral / active EE | $1,062 | $4,410-75.9% | $4,123-74.2% | $6,407-83.4% |
| Admin fee / account holder | $101 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |