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 5-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 | $36,593 | $180,749-79.8% | $160,784-77.2% | $137,256-73.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 17.80% | 2234.46%-2216.7pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,040 | $4,155-75.0% | $3,733-72.1% | $4,156-75.0% |
| Participant deferral / active EE | $2,600 | $6,844-62.0% | $6,293-58.7% | $6,407-59.4% |
| Admin fee / account holder | $135 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |