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 | $72,071-89.3% | $68,368-88.7% | $137,256-94.4% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 29.32% | 353.14%-323.8pp | 292.57%-263.3pp | 220.34%-191.0pp |
| Employer contribution / active EE | $719 | $2,788-74.2% | $2,649-72.9% | $4,156-82.7% |
| Participant deferral / active EE | $1,045 | $4,410-76.3% | $4,123-74.7% | $6,407-83.7% |
| Admin fee / account holder | $155 | $5,336-97.1% | $5,150-97.0% | $12,270-98.7% |