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 | $14,096 | $95,416-85.2% | $185,823-92.4% | $85,850-83.6% |
| Participation rate | 54.0% | 68.8%-14.8pp | 81.7%-27.7pp | 69.3%-15.3pp |
| Annual return | 30.75% | 23.59%+7.2pp | 122.05%-91.3pp | 318.53%-287.8pp |
| Employer contribution / active EE | $1,469 | $3,314-55.7% | $5,167-71.6% | $2,565-42.7% |
| Participant deferral / active EE | $2,396 | $3,423-30.0% | $5,568-57.0% | $3,952-39.4% |
| Admin fee / account holder | $199 | $7,213-97.2% | $16,237-98.8% | $6,260-96.8% |