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 | $41,906 | $148,534-71.8% | $135,903-69.2% | $139,434-69.9% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 17.81% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,451 | $5,243-72.3% | $4,856-70.1% | $4,751-69.5% |
| Participant deferral / active EE | $5,097 | $8,100-37.1% | $7,758-34.3% | $6,710-24.0% |
| Admin fee / account holder | $146 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |