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 | $16,990 | $111,754-84.8% | $103,333-83.6% | $145,922-88.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.72% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,735 | $4,212-58.8% | $3,868-55.1% | $4,660-62.8% |
| Participant deferral / active EE | $2,169 | $5,619-61.4% | $5,057-57.1% | $6,688-67.6% |
| Admin fee / account holder | $121 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |