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 7-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 | $27,940 | $127,264-78.0% | $109,895-74.6% | $167,490-83.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 15.82% | 22.97%-7.2pp | 29.45%-13.6pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,800 | $3,322-45.8% | $2,842-36.7% | $4,837-62.8% |
| Participant deferral / active EE | $8,780 | $4,514+94.5% | $4,048+116.9% | $6,341+38.5% |
| Admin fee / account holder | $102 | $7,114-98.6% | $6,066-98.3% | $12,309-99.2% |