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 | $17,745 | $210,648-91.6% | $177,989-90.0% | $145,922-87.8% |
| Participation rate | 44.4% | 80.8%-36.3pp | 77.1%-32.6pp | 80.3%-35.8pp |
| Annual return | 20.98% | 385.86%-364.9pp | 294.48%-273.5pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,172 | $4,565-74.3% | $3,949-70.3% | $4,660-74.9% |
| Participant deferral / active EE | $2,801 | $6,958-59.7% | $6,276-55.4% | $6,688-58.1% |
| Admin fee / account holder | $59 | $12,013-99.5% | $10,363-99.4% | $13,397-99.6% |