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 | $22,111 | $99,877-77.9% | $84,966-74.0% | $145,922-84.8% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.3pp | 80.3%-34.1pp |
| Annual return | 15.13% | 83.76%-68.6pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $508 | $3,231-84.3% | $2,727-81.4% | $4,660-89.1% |
| Participant deferral / active EE | $2,227 | $5,291-57.9% | $4,519-50.7% | $6,688-66.7% |
| Admin fee / account holder | $108 | $7,248-98.5% | $6,149-98.2% | $13,397-99.2% |