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 | $7,242 | $60,022-87.9% | $88,946-91.9% | $84,808-91.5% |
| Participation rate | 58.5% | 57.8%+0.7pp | 68.8%-10.4pp | 68.3%-9.8pp |
| Annual return | 26.26% | 22.43%+3.8pp | 57.82%-31.6pp | 40.90%-14.6pp |
| Employer contribution / active EE | $630 | $1,703-63.0% | $2,555-75.3% | $2,631-76.1% |
| Participant deferral / active EE | $908 | $3,114-70.8% | $4,581-80.2% | $4,212-78.4% |
| Admin fee / account holder | $139 | $4,811-97.1% | $8,261-98.3% | $7,344-98.1% |