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 | $13,873 | $54,705-74.6% | $71,209-80.5% | $84,808-83.6% |
| Participation rate | 59.4% | 64.1%-4.7pp | 73.8%-14.4pp | 68.3%-8.9pp |
| Annual return | 451.01% | 35.90%+415.1pp | 282.51%+168.5pp | 40.90%+410.1pp |
| Employer contribution / active EE | $875 | $2,158-59.5% | $2,721-67.9% | $2,631-66.8% |
| Participant deferral / active EE | $2,140 | $3,030-29.4% | $4,175-48.7% | $4,212-49.2% |
| Admin fee / account holder | $149 | $4,863-96.9% | $5,349-97.2% | $7,344-98.0% |