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 | $7,720 | $74,888-89.7% | $71,209-89.2% | $142,382-94.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 29.32% | 345.14%-315.8pp | 282.51%-253.2pp | 217.08%-187.8pp |
| Employer contribution / active EE | $719 | $2,854-74.8% | $2,721-73.6% | $4,299-83.3% |
| Participant deferral / active EE | $1,045 | $4,454-76.5% | $4,175-75.0% | $6,507-83.9% |
| Admin fee / account holder | $155 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |