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 7-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 | $33,854 | $104,974-67.8% | $95,585-64.6% | $142,382-76.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 21.77% | 210.33%-188.6pp | 38.56%-16.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,563 | $2,779-43.7% | $2,527-38.1% | $4,299-63.6% |
| Participant deferral / active EE | $6,509 | $4,352+49.6% | $4,023+61.8% | $6,5070% |
| Admin fee / account holder | $17 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |