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 6-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 | $15,399 | $108,172-85.8% | $77,482-80.1% | $158,922-90.3% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 32.60% | 31.67%+0.9pp | 54.79%-22.2pp | 302.83%-270.2pp |
| Employer contribution / active EE | $1,083 | $1,325-18.3% | $986+9.8% | $4,761-77.3% |
| Participant deferral / active EE | $2,821 | $2,456+14.9% | $1,861+51.6% | $5,982-52.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |