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 3-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 | $11,849 | $97,125-87.8% | $86,233-86.3% | $137,256-91.4% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 34.05% | 74.19%-40.1pp | 61.39%-27.3pp | 220.34%-186.3pp |
| Employer contribution / active EE | $1,576 | $2,841-44.5% | $2,504-37.1% | $4,156-62.1% |
| Participant deferral / active EE | $2,734 | $5,180-47.2% | $4,559-40.0% | $6,407-57.3% |
| Admin fee / account holder | $18 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |