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 | $12,902 | $48,230-73.2% | $67,502-80.9% | $80,856-84.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.6%-67.6pp |
| Annual return | 24.77% | 18.28%+6.5pp | 3512.12%-3487.4pp | 35.59%-10.8pp |
| Employer contribution / active EE | $1,818 | $2,020-10.0% | $2,731-33.4% | $2,755-34.0% |
| Participant deferral / active EE | $5,231 | $2,924+78.9% | $4,000+30.8% | $4,296+21.8% |
| Admin fee / account holder | $156 | $3,681-95.8% | $3,998-96.1% | $6,918-97.7% |