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 4-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 | $15,873 | $106,515-85.1% | $96,683-83.6% | $139,434-88.6% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 30.00% | 38.43%-8.4pp | 35.69%-5.7pp | 372.94%-342.9pp |
| Employer contribution / active EE | $2,102 | $4,103-48.8% | $3,737-43.7% | $4,751-55.8% |
| Participant deferral / active EE | $5,475 | $5,454+0.4% | $4,878+12.2% | $6,710-18.4% |
| Admin fee / account holder | $233 | $7,877-97.0% | $6,730-96.5% | $11,403-98.0% |