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 | $25,434 | $118,849-78.6% | $96,562-73.7% | $167,490-84.8% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.8%-16.0pp | 82.1%-28.3pp |
| Annual return | 15.28% | 50.49%-35.2pp | 37.78%-22.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,460 | $3,120-21.2% | $2,356+4.4% | $4,837-49.2% |
| Participant deferral / active EE | $3,974 | $4,616-13.9% | $3,849+3.3% | $6,341-37.3% |
| Admin fee / account holder | $279 | $8,065-96.5% | $6,181-95.5% | $12,309-97.7% |