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 | $4,876 | $47,105-89.6% | $68,368-92.9% | $67,986-92.8% |
| Participation rate | 43.4% | 51.8%-8.4pp | 73.8%-30.3pp | 57.2%-13.8pp |
| Annual return | 21.25% | 48.37%-27.1pp | 292.57%-271.3pp | 31.67%-10.4pp |
| Employer contribution / active EE | $272 | $1,859-85.4% | $2,649-89.7% | $2,019-86.5% |
| Participant deferral / active EE | $633 | $2,374-73.3% | $4,123-84.7% | $3,358-81.2% |
| Admin fee / account holder | $199 | $2,435-91.8% | $5,150-96.1% | $3,203-93.8% |