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 | $29,288 | $90,348-67.6% | $75,972-61.4% | $145,922-79.9% |
| Participation rate | 35.7% | 74.5%-38.7pp | 69.1%-33.3pp | 80.3%-44.6pp |
| Annual return | 17.24% | 620.88%-603.6pp | 359.55%-342.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,032 | $3,311-68.8% | $2,685-61.6% | $4,660-77.8% |
| Participant deferral / active EE | $2,443 | $5,162-52.7% | $4,255-42.6% | $6,688-63.5% |
| Admin fee / account holder | $213 | $8,467-97.5% | $6,467-96.7% | $13,397-98.4% |