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 5-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 | $9,952 | $96,635-89.7% | $86,612-88.5% | $139,434-92.9% |
| Participation rate | 34.8% | 74.4%-39.6pp | 71.7%-36.9pp | 80.3%-45.5pp |
| Annual return | 25.74% | 106.41%-80.7pp | 591.07%-565.3pp | 372.94%-347.2pp |
| Employer contribution / active EE | $448 | $3,263-86.3% | $3,022-85.2% | $4,751-90.6% |
| Participant deferral / active EE | $1,488 | $4,836-69.2% | $4,438-66.5% | $6,710-77.8% |
| Admin fee / account holder | $100 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |