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 | $17,073 | $69,207-75.3% | $64,056-73.3% | $139,434-87.8% |
| Participation rate | 53.8% | 75.6%-21.7pp | 72.3%-18.5pp | 80.3%-26.5pp |
| Annual return | 25.48% | 45.88%-20.4pp | 33.69%-8.2pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,376 | $3,182-56.8% | $2,747-49.9% | $4,751-71.0% |
| Participant deferral / active EE | $1,929 | $4,682-58.8% | $3,880-50.3% | $6,710-71.3% |
| Admin fee / account holder | $75 | $4,244-98.2% | $3,068-97.6% | $11,403-99.3% |