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 | $19,264 | $106,515-81.9% | $96,683-80.1% | $139,434-86.2% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 36.88% | 38.43%-1.5pp | 35.69%+1.2pp | 372.94%-336.1pp |
| Employer contribution / active EE | $1,463 | $4,103-64.3% | $3,737-60.8% | $4,751-69.2% |
| Participant deferral / active EE | $3,389 | $5,454-37.9% | $4,878-30.5% | $6,710-49.5% |
| Admin fee / account holder | $87 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |