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 | $32,096 | $111,754-71.3% | $103,333-68.9% | $145,922-78.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 30.52% | 24.77%+5.7pp | 24.88%+5.6pp | 561.29%-530.8pp |
| Employer contribution / active EE | $3,449 | $4,212-18.1% | $3,868-10.8% | $4,660-26.0% |
| Participant deferral / active EE | $9,171 | $5,619+63.2% | $5,057+81.3% | $6,688+37.1% |
| Admin fee / account holder | $71 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |