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 | $7,714 | $100,773-92.3% | $88,946-91.3% | $142,382-94.6% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 21.99% | 70.18%-48.2pp | 57.82%-35.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $623 | $2,918-78.7% | $2,555-75.6% | $4,299-85.5% |
| Participant deferral / active EE | $1,149 | $5,230-78.0% | $4,581-74.9% | $6,507-82.3% |
| Admin fee / account holder | $24 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |