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 | $30,209 | $176,812-82.9% | $146,665-79.4% | $167,490-82.0% |
| Participation rate | 53.8% | 83.6%-29.8pp | 80.1%-26.2pp | 82.1%-28.3pp |
| Annual return | 12.82% | 24.03%-11.2pp | 22.74%-9.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,358 | $5,160-54.3% | $4,136-43.0% | $4,837-51.3% |
| Participant deferral / active EE | $5,148 | $6,440-20.1% | $5,506-6.5% | $6,341-18.8% |
| Admin fee / account holder | $73 | $13,259-99.4% | $10,280-99.3% | $12,309-99.4% |