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 | $25,178 | $127,777-80.3% | $106,548-76.4% | $167,490-85.0% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 21.73% | 33.87%-12.1pp | 26.80%-5.1pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,982 | $3,427-13.0% | $2,819+5.8% | $4,837-38.4% |
| Participant deferral / active EE | $4,906 | $5,087-3.6% | $4,398+11.6% | $6,341-22.6% |
| Admin fee / account holder | $76 | $11,228-99.3% | $7,407-99.0% | $12,309-99.4% |