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 | $36,998 | $159,602-76.8% | $150,045-75.3% | $142,382-74.0% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.3%-13.9pp | 80.1%-11.7pp |
| Annual return | 18.10% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,682 | $4,961-66.1% | $4,693-64.2% | $4,299-60.9% |
| Participant deferral / active EE | $3,955 | $8,310-52.4% | $7,997-50.5% | $6,507-39.2% |
| Admin fee / account holder | $250 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |