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 | $30,991 | $58,208-46.8% | $81,812-62.1% | $80,856-61.7% |
| Participation rate | 17.9% | 63.4%-45.6pp | 72.3%-54.5pp | 67.6%-49.8pp |
| Annual return | 23.06% | 41.66%-18.6pp | 773.79%-750.7pp | 35.59%-12.5pp |
| Employer contribution / active EE | $816 | $2,340-65.1% | $2,912-72.0% | $2,755-70.4% |
| Participant deferral / active EE | $1,978 | $3,281-39.7% | $4,319-54.2% | $4,296-53.9% |
| Admin fee / account holder | $226 | $4,981-95.5% | $7,386-96.9% | $6,918-96.7% |