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 | $51,638-73.1% | $68,368-79.7% | $82,448-83.2% |
| Participation rate | 59.4% | 63.6%-4.2pp | 73.8%-14.4pp | 68.1%-8.7pp |
| Annual return | 451.01% | 37.53%+413.5pp | 292.57%+158.4pp | 41.64%+409.4pp |
| Employer contribution / active EE | $875 | $2,047-57.3% | $2,649-67.0% | $2,551-65.7% |
| Participant deferral / active EE | $2,140 | $2,914-26.5% | $4,123-48.1% | $4,139-48.3% |
| Admin fee / account holder | $149 | $4,643-96.8% | $5,150-97.1% | $7,234-97.9% |