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 | $36,990 | $148,534-75.1% | $135,903-72.8% | $139,434-73.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.81% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,484 | $5,243-71.7% | $4,856-69.5% | $4,751-68.8% |
| Participant deferral / active EE | $3,055 | $8,100-62.3% | $7,758-60.6% | $6,710-54.5% |
| Admin fee / account holder | $78 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |