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 | $13,659 | $48,230-71.7% | $67,502-79.8% | $80,856-83.1% |
| Participation rate | 58.3% | 66.4%-8.0pp | 72.9%-14.5pp | 67.6%-9.3pp |
| Annual return | 30.08% | 18.28%+11.8pp | 3512.12%-3482.0pp | 35.59%-5.5pp |
| Employer contribution / active EE | $1,055 | $2,020-47.7% | $2,731-61.4% | $2,755-61.7% |
| Participant deferral / active EE | $1,588 | $2,924-45.7% | $4,000-60.3% | $4,296-63.0% |
| Admin fee / account holder | $168 | $3,681-95.4% | $3,998-95.8% | $6,918-97.6% |