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 | $16,594 | $57,541-71.2% | $95,745-82.7% | $75,163-77.9% |
| Participation rate | 65.9% | 62.5%+3.4pp | 72.3%-6.4pp | 67.2%-1.3pp |
| Annual return | 35.82% | 34.93%+0.9pp | 28.35%+7.5pp | 160.62%-124.8pp |
| Employer contribution / active EE | $2,028 | $1,808+12.2% | $2,835-28.4% | $2,670-24.0% |
| Participant deferral / active EE | $3,875 | $3,074+26.1% | $4,245-8.7% | $4,125-6.1% |
| Admin fee / account holder | $161 | $4,099-96.1% | $5,678-97.2% | $5,651-97.1% |