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 | $25,746 | $111,535-76.9% | $105,223-75.5% | $137,256-81.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.27% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,199 | $3,939-69.6% | $3,689-67.5% | $4,156-71.2% |
| Participant deferral / active EE | $2,898 | $5,500-47.3% | $5,072-42.9% | $6,407-54.8% |
| Admin fee / account holder | $175 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |