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 | $25,349 | $109,982-77.0% | $97,226-73.9% | $145,922-82.6% |
| Participation rate | 43.8% | 75.9%-32.2pp | 72.7%-28.9pp | 80.3%-36.5pp |
| Annual return | 12.72% | 242.90%-230.2pp | 75.13%-62.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,002 | $3,084-67.5% | $2,729-63.3% | $4,660-78.5% |
| Participant deferral / active EE | $1,978 | $4,676-57.7% | $4,264-53.6% | $6,688-70.4% |
| Admin fee / account holder | $96 | $6,221-98.5% | $5,654-98.3% | $13,397-99.3% |