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 | $21,074 | $106,515-80.2% | $96,683-78.2% | $139,434-84.9% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 50.13% | 38.43%+11.7pp | 35.69%+14.4pp | 372.94%-322.8pp |
| Employer contribution / active EE | $1,379 | $4,103-66.4% | $3,737-63.1% | $4,751-71.0% |
| Participant deferral / active EE | $3,790 | $5,454-30.5% | $4,878-22.3% | $6,710-43.5% |
| Admin fee / account holder | $52 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |