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 | $27,506 | $58,926-53.3% | $97,226-71.7% | $74,495-63.1% |
| Participation rate | 60.4% | 63.5%-3.1pp | 72.7%-12.3pp | 67.2%-6.8pp |
| Annual return | 15.35% | 16.04%-0.7pp | 75.13%-59.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,449 | $1,894+29.3% | $2,729-10.2% | $2,623-6.6% |
| Participant deferral / active EE | $4,459 | $3,664+21.7% | $4,264+4.6% | $4,346+2.6% |
| Admin fee / account holder | $189 | $1,974-90.4% | $5,654-96.7% | $1,942-90.3% |