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 3-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 | $14,009 | $57,016-75.4% | $84,966-83.5% | $80,856-82.7% |
| Participation rate | 61.5% | 56.3%+5.2pp | 67.5%-6.0pp | 67.6%-6.1pp |
| Annual return | 20.78% | 21.66%-0.9pp | 66.38%-45.6pp | 35.59%-14.8pp |
| Employer contribution / active EE | $4,316 | $1,798+140.1% | $2,727+58.3% | $2,755+56.7% |
| Participant deferral / active EE | $2,844 | $3,110-8.5% | $4,519-37.1% | $4,296-33.8% |
| Admin fee / account holder | $119 | $4,980-97.6% | $6,149-98.1% | $6,918-98.3% |