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 | $5,098 | $74,888-93.2% | $71,209-92.8% | $142,382-96.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 30.05% | 345.14%-315.1pp | 282.51%-252.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $791 | $2,854-72.3% | $2,721-70.9% | $4,299-81.6% |
| Participant deferral / active EE | $1,019 | $4,454-77.1% | $4,175-75.6% | $6,507-84.3% |
| Admin fee / account holder | $295 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |