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 | $20,590 | $97,125-78.8% | $86,233-76.1% | $137,256-85.0% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 22.18% | 74.19%-52.0pp | 61.39%-39.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $988 | $2,841-65.2% | $2,504-60.5% | $4,156-76.2% |
| Participant deferral / active EE | $1,818 | $5,180-64.9% | $4,559-60.1% | $6,407-71.6% |
| Admin fee / account holder | $74 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |