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 4-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 | $18,261 | $51,045-64.2% | $70,515-74.1% | $71,457-74.4% |
| Participation rate | 43.0% | 59.4%-16.5pp | 68.3%-25.4pp | 67.9%-25.0pp |
| Annual return | 105.20% | 42.63%+62.6pp | 32.77%+72.4pp | 28.85%+76.4pp |
| Employer contribution / active EE | $1,081 | $1,790-39.6% | $2,973-63.6% | $2,588-58.2% |
| Participant deferral / active EE | $2,345 | $3,026-22.5% | $4,567-48.6% | $4,289-45.3% |
| Admin fee / account holder | $232 | $1,994-88.4% | $6,412-96.4% | $1,587-85.4% |