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 | $23,523 | $104,974-77.6% | $95,585-75.4% | $142,382-83.5% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 24.14% | 210.33%-186.2pp | 38.56%-14.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $905 | $2,779-67.4% | $2,527-64.2% | $4,299-78.9% |
| Participant deferral / active EE | $2,786 | $4,352-36.0% | $4,023-30.7% | $6,507-57.2% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |