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 | $21,183 | $85,022-75.1% | $70,515-70.0% | $139,434-84.8% |
| Participation rate | 64.3% | 73.9%-9.6pp | 68.3%-4.1pp | 80.3%-16.0pp |
| Annual return | 33.42% | 30.38%+3.0pp | 32.77%+0.6pp | 372.94%-339.5pp |
| Employer contribution / active EE | $3,333 | $3,909-14.7% | $2,973+12.1% | $4,751-29.8% |
| Participant deferral / active EE | $6,101 | $5,890+3.6% | $4,567+33.6% | $6,710-9.1% |
| Admin fee / account holder | $64 | $8,906-99.3% | $6,412-99.0% | $11,403-99.4% |