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 | $27,078 | $116,175-76.7% | $93,606-71.1% | $152,861-82.3% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 26.59% | 35.96%-9.4pp | 32.76%-6.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,020 | $3,218-37.2% | $2,718-25.7% | $4,762-57.6% |
| Participant deferral / active EE | $8,370 | $4,603+81.8% | $4,069+105.7% | $5,850+43.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |