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 | $22,389 | $110,257-79.7% | $96,544-76.8% | $139,434-83.9% |
| Participation rate | 69.6% | 78.1%-8.5pp | 76.0%-6.4pp | 80.3%-10.8pp |
| Annual return | 23.12% | 26.32%-3.2pp | 25.84%-2.7pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,432 | $3,620-32.8% | $2,965-18.0% | $4,751-48.8% |
| Participant deferral / active EE | $4,076 | $5,548-26.5% | $4,851-16.0% | $6,710-39.3% |
| Admin fee / account holder | $38 | $11,591-99.7% | $8,252-99.5% | $11,403-99.7% |