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 3-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 | $18,760 | $117,983-84.1% | $101,794-81.6% | $142,382-86.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 18.45% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $675 | $2,773-75.6% | $2,289-70.5% | $4,299-84.3% |
| Participant deferral / active EE | $1,365 | $4,714-71.0% | $4,084-66.6% | $6,507-79.0% |
| Admin fee / account holder | $131 | $10,433-98.7% | $8,777-98.5% | $12,624-99.0% |