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 4-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 | $30,778 | $117,859-73.9% | $102,438-70.0% | $145,959-78.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.27% | 31.72%-22.5pp | 29.37%-20.1pp | 561.95%-552.7pp |
| Employer contribution / active EE | $2,575 | $3,615-28.8% | $3,024-14.8% | $4,661-44.8% |
| Participant deferral / active EE | $5,683 | $5,732-0.9% | $5,054+12.4% | $6,689-15.0% |
| Admin fee / account holder | $97 | $13,318-99.3% | $9,448-99.0% | $13,398-99.3% |