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 | $11,122 | $88,751-87.5% | $81,812-86.4% | $145,922-92.4% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.3%-17.8pp | 80.3%-25.7pp |
| Annual return | 13.31% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,047 | $3,083-66.1% | $2,912-64.1% | $4,660-77.5% |
| Participant deferral / active EE | $1,772 | $4,643-61.8% | $4,319-59.0% | $6,688-73.5% |
| Admin fee / account holder | $193 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |