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 | $72,071-92.9% | $68,368-92.5% | $137,256-96.3% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 30.05% | 353.14%-323.1pp | 292.57%-262.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $791 | $2,788-71.6% | $2,649-70.1% | $4,156-81.0% |
| Participant deferral / active EE | $1,019 | $4,410-76.9% | $4,123-75.3% | $6,407-84.1% |
| Admin fee / account holder | $295 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |