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 | $23,574 | $124,281-81.0% | $109,143-78.4% | $167,490-85.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 19.77% | 26.04%-6.3pp | 25.75%-6.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,449 | $4,207-65.6% | $3,722-61.1% | $4,837-70.0% |
| Participant deferral / active EE | $5,551 | $5,255+5.6% | $4,653+19.3% | $6,341-12.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |