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 | $11,631 | $29,319-60.3% | $52,425-77.8% | $82,448-85.9% |
| Participation rate | 67.7% | 46.9%+20.9pp | 55.6%+12.1pp | 68.1%-0.3pp |
| Annual return | 25.51% | 535.20%-509.7pp | 302.12%-276.6pp | 41.64%-16.1pp |
| Employer contribution / active EE | $1,309 | $586+123.1% | $914+43.1% | $2,551-48.7% |
| Participant deferral / active EE | $1,855 | $1,171+58.4% | $1,790+3.6% | $4,139-55.2% |
| Admin fee / account holder | $199 | $1,962-89.9% | $2,495-92.0% | $7,234-97.3% |