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 10-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 | $23,451 | $107,015-78.1% | $73,545-68.1% | $147,584-84.1% |
| Participation rate | 58.8% | 66.4%-7.6pp | 54.9%+3.9pp | 82.8%-24.0pp |
| Annual return | 20.59% | 38.25%-17.7pp | -15.16%+35.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $427 | $1,760-75.7% | $1,219-65.0% | $4,876-91.2% |
| Participant deferral / active EE | $3,130 | $2,462+27.2% | $1,806+73.3% | $5,439-42.4% |
| Admin fee / account holder | $127 | $3,055-95.8% | $2,320-94.5% | $10,885-98.8% |