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 | $9,470 | $74,888-87.4% | $71,209-86.7% | $142,382-93.3% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 25.68% | 345.14%-319.5pp | 282.51%-256.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,067 | $2,854-62.6% | $2,721-60.8% | $4,299-75.2% |
| Participant deferral / active EE | $1,634 | $4,454-63.3% | $4,175-60.9% | $6,507-74.9% |
| Admin fee / account holder | $115 | $5,568-97.9% | $5,349-97.9% | $12,624-99.1% |