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 | $40,267 | $159,602-74.8% | $150,045-73.2% | $142,382-71.7% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.3%-35.3pp | 80.1%-33.1pp |
| Annual return | 21.47% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,004 | $4,961-79.8% | $4,693-78.6% | $4,299-76.6% |
| Participant deferral / active EE | $4,952 | $8,310-40.4% | $7,997-38.1% | $6,507-23.9% |
| Admin fee / account holder | $249 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |