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 | $13,339 | $109,904-87.9% | $97,167-86.3% | $145,959-90.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 16.72% | 243.43%-226.7pp | 75.27%-58.5pp | 561.95%-545.2pp |
| Employer contribution / active EE | $678 | $3,084-78.0% | $2,729-75.2% | $4,661-85.5% |
| Participant deferral / active EE | $711 | $4,676-84.8% | $4,264-83.3% | $6,689-89.4% |
| Admin fee / account holder | $91 | $6,216-98.5% | $5,650-98.4% | $13,398-99.3% |