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 | $13,071 | $77,899-83.2% | $149,673-91.3% | $75,163-82.6% |
| Participation rate | 45.2% | 65.6%-20.4pp | 78.8%-33.6pp | 67.2%-22.0pp |
| Annual return | 35.15% | 31.72%+3.4pp | 134.42%-99.3pp | 160.62%-125.5pp |
| Employer contribution / active EE | $1,001 | $3,137-68.1% | $4,818-79.2% | $2,670-62.5% |
| Participant deferral / active EE | $2,944 | $3,411-13.7% | $5,680-48.2% | $4,125-28.6% |
| Admin fee / account holder | $28 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |