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 4-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 | $29,270 | $111,754-73.8% | $103,333-71.7% | $145,922-79.9% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 48.27% | 24.77%+23.5pp | 24.88%+23.4pp | 561.29%-513.0pp |
| Employer contribution / active EE | $2,847 | $4,212-32.4% | $3,868-26.4% | $4,660-38.9% |
| Participant deferral / active EE | $5,738 | $5,619+2.1% | $5,057+13.5% | $6,688-14.2% |
| Admin fee / account holder | $65 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |