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 3-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 | $18,978 | $117,983-83.9% | $101,794-81.4% | $142,382-86.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 22.44% | 36.92%-14.5pp | 30.53%-8.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,843 | $2,773+38.6% | $2,289+67.9% | $4,299-10.6% |
| Participant deferral / active EE | $7,473 | $4,714+58.5% | $4,084+83.0% | $6,507+14.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |