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 | $25,876 | $53,516-51.6% | $126,539-79.6% | $84,808-69.5% |
| Participation rate | 50.0% | 58.2%-8.2pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 22.93% | 58.34%-35.4pp | 425.95%-403.0pp | 40.90%-18.0pp |
| Employer contribution / active EE | $534 | $1,535-65.2% | $3,674-85.5% | $2,631-79.7% |
| Participant deferral / active EE | $2,472 | $2,671-7.4% | $4,083-39.4% | $4,212-41.3% |
| Admin fee / account holder | $104 | $4,497-97.7% | $6,065-98.3% | $7,344-98.6% |