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 | $12,678 | $74,888-83.1% | $71,209-82.2% | $142,382-91.1% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.1%-11.4pp |
| Annual return | 30.29% | 345.14%-314.8pp | 282.51%-252.2pp | 217.08%-186.8pp |
| Employer contribution / active EE | $1,956 | $2,854-31.5% | $2,721-28.1% | $4,299-54.5% |
| Participant deferral / active EE | $3,033 | $4,454-31.9% | $4,175-27.4% | $6,507-53.4% |
| Admin fee / account holder | $120 | $5,568-97.8% | $5,349-97.8% | $12,624-99.0% |