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 | $14,820 | $102,616-85.6% | $81,983-81.9% | $158,922-90.7% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.2%-6.7pp | 82.0%-19.5pp |
| Annual return | 16.60% | 61.04%-44.4pp | 41.31%-24.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,862 | $3,240-11.7% | $2,498+14.6% | $4,761-39.9% |
| Participant deferral / active EE | $1,531 | $4,648-67.1% | $3,722-58.9% | $5,982-74.4% |
| Admin fee / account holder | $299 | $8,235-96.4% | $5,664-94.7% | $11,246-97.3% |