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 6-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 | $26,958 | $110,502-75.6% | $80,716-66.6% | $167,490-83.9% |
| Participation rate | 35.7% | 64.0%-28.2pp | 54.2%-18.5pp | 82.1%-46.4pp |
| Annual return | 18.84% | 120.54%-101.7pp | 87.28%-68.4pp | 478.56%-459.7pp |
| Employer contribution / active EE | $246 | $1,543-84.1% | $1,160-78.8% | $4,837-94.9% |
| Participant deferral / active EE | $3,603 | $2,871+25.5% | $2,146+67.9% | $6,341-43.2% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |