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 | $9,652 | $53,516-82.0% | $126,539-92.4% | $84,808-88.6% |
| Participation rate | 46.8% | 58.2%-11.4pp | 69.8%-23.0pp | 68.3%-21.5pp |
| Annual return | 25.48% | 58.34%-32.9pp | 425.95%-400.5pp | 40.90%-15.4pp |
| Employer contribution / active EE | $357 | $1,535-76.8% | $3,674-90.3% | $2,631-86.4% |
| Participant deferral / active EE | $1,292 | $2,671-51.6% | $4,083-68.3% | $4,212-69.3% |
| Admin fee / account holder | $298 | $4,497-93.4% | $6,065-95.1% | $7,344-95.9% |