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 | $37,550 | $72,071-47.9% | $68,368-45.1% | $137,256-72.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 16.59% | 353.14%-336.6pp | 292.57%-276.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $894 | $2,788-67.9% | $2,649-66.3% | $4,156-78.5% |
| Participant deferral / active EE | $10,560 | $4,410+139.5% | $4,123+156.1% | $6,407+64.8% |
| Admin fee / account holder | $119 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |