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 | $8,735 | $74,888-88.3% | $71,209-87.7% | $142,382-93.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 29.08% | 345.14%-316.1pp | 282.51%-253.4pp | 217.08%-188.0pp |
| Employer contribution / active EE | $965 | $2,854-66.2% | $2,721-64.5% | $4,299-77.6% |
| Participant deferral / active EE | $2,744 | $4,454-38.4% | $4,175-34.3% | $6,507-57.8% |
| Admin fee / account holder | $3 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |