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 | $18,179 | $96,635-81.2% | $86,612-79.0% | $139,434-87.0% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 22.20% | 106.41%-84.2pp | 591.07%-568.9pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,875 | $3,263-42.5% | $3,022-38.0% | $4,751-60.5% |
| Participant deferral / active EE | $2,535 | $4,836-47.6% | $4,438-42.9% | $6,710-62.2% |
| Admin fee / account holder | $96 | $6,408-98.5% | $5,614-98.3% | $11,403-99.2% |