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 | $28,219 | $70,756-60.1% | $65,493-56.9% | $142,382-80.2% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 19.52% | 1754.89%-1735.4pp | 982.45%-962.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $951 | $2,881-67.0% | $2,574-63.1% | $4,299-77.9% |
| Participant deferral / active EE | $3,568 | $4,637-23.1% | $3,961-9.9% | $6,507-45.2% |
| Admin fee / account holder | $294 | $6,559-95.5% | $5,028-94.1% | $12,624-97.7% |