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 | $11,849 | $100,773-88.2% | $88,946-86.7% | $142,382-91.7% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 34.05% | 70.18%-36.1pp | 57.82%-23.8pp | 217.08%-183.0pp |
| Employer contribution / active EE | $1,576 | $2,918-46.0% | $2,555-38.3% | $4,299-63.3% |
| Participant deferral / active EE | $2,734 | $5,230-47.7% | $4,581-40.3% | $6,507-58.0% |
| Admin fee / account holder | $18 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |