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 5-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 | $15,280 | $85,022-82.0% | $70,515-78.3% | $139,434-89.0% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 21.16% | 30.38%-9.2pp | 32.77%-11.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $539 | $3,909-86.2% | $2,973-81.9% | $4,751-88.7% |
| Participant deferral / active EE | $2,299 | $5,890-61.0% | $4,567-49.7% | $6,710-65.7% |
| Admin fee / account holder | $130 | $8,906-98.5% | $6,412-98.0% | $11,403-98.9% |