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 | $15,030 | $100,773-85.1% | $88,946-83.1% | $142,382-89.4% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.8%-5.2pp | 80.1%-16.5pp |
| Annual return | 19.74% | 70.18%-50.4pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,784 | $2,918-38.8% | $2,555-30.2% | $4,299-58.5% |
| Participant deferral / active EE | $3,180 | $5,230-39.2% | $4,581-30.6% | $6,507-51.1% |
| Admin fee / account holder | $278 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |