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 | $28,016 | $96,635-71.0% | $86,612-67.7% | $139,434-79.9% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 21.58% | 106.41%-84.8pp | 591.07%-569.5pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,580 | $3,263-51.6% | $3,022-47.7% | $4,751-66.8% |
| Participant deferral / active EE | $2,143 | $4,836-55.7% | $4,438-51.7% | $6,710-68.1% |
| Admin fee / account holder | $222 | $6,408-96.5% | $5,614-96.0% | $11,403-98.0% |