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 | $40,308 | $111,754-63.9% | $103,333-61.0% | $145,922-72.4% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 27.05% | 24.77%+2.3pp | 24.88%+2.2pp | 561.29%-534.2pp |
| Employer contribution / active EE | $1,749 | $4,212-58.5% | $3,868-54.8% | $4,660-62.5% |
| Participant deferral / active EE | $7,683 | $5,619+36.7% | $5,057+51.9% | $6,688+14.9% |
| Admin fee / account holder | $67 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |