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 5-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 | $12,336 | $85,022-85.5% | $70,515-82.5% | $139,434-91.2% |
| Participation rate | 69.6% | 73.9%-4.3pp | 68.3%+1.2pp | 80.3%-10.8pp |
| Annual return | 23.07% | 30.38%-7.3pp | 32.77%-9.7pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,053 | $3,909-73.1% | $2,973-64.6% | $4,751-77.8% |
| Participant deferral / active EE | $3,462 | $5,890-41.2% | $4,567-24.2% | $6,710-48.4% |
| Admin fee / account holder | $41 | $8,906-99.5% | $6,412-99.4% | $11,403-99.6% |