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 | $12,709 | $59,101-78.5% | $77,163-83.5% | $75,163-83.1% |
| Participation rate | 52.9% | 63.9%-10.9pp | 69.6%-16.6pp | 67.2%-14.3pp |
| Annual return | 221.34% | 26.71%+194.6pp | 37.87%+183.5pp | 160.62%+60.7pp |
| Employer contribution / active EE | $895 | $1,995-55.1% | $2,535-64.7% | $2,670-66.5% |
| Participant deferral / active EE | $1,606 | $2,999-46.5% | $3,833-58.1% | $4,125-61.1% |
| Admin fee / account holder | $126 | $4,774-97.4% | $5,472-97.7% | $5,651-97.8% |