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 | $8,189 | $74,888-89.1% | $71,209-88.5% | $142,382-94.2% |
| Participation rate | 21.1% | 76.2%-55.2pp | 73.8%-52.7pp | 80.1%-59.1pp |
| Annual return | 51.26% | 345.14%-293.9pp | 282.51%-231.3pp | 217.08%-165.8pp |
| Employer contribution / active EE | $491 | $2,854-82.8% | $2,721-82.0% | $4,299-88.6% |
| Participant deferral / active EE | $630 | $4,454-85.9% | $4,175-84.9% | $6,507-90.3% |
| Admin fee / account holder | $91 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |