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 | $23,607 | $175,202-86.5% | $149,673-84.2% | $139,434-83.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 24.19% | 166.71%-142.5pp | 134.42%-110.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,153 | $5,474-78.9% | $4,818-76.1% | $4,751-75.7% |
| Participant deferral / active EE | $4,661 | $6,519-28.5% | $5,680-17.9% | $6,710-30.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |