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 | $15,467 | $100,970-84.7% | $96,576-84.0% | $137,256-88.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 37.20% | 38.16%-1.0pp | 38.47%-1.3pp | 220.34%-183.1pp |
| Employer contribution / active EE | $3,379 | $3,809-11.3% | $3,553-4.9% | $4,156-18.7% |
| Participant deferral / active EE | $5,108 | $8,286-38.4% | $7,956-35.8% | $6,407-20.3% |
| Admin fee / account holder | $8 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |