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 | $20,308 | $104,974-80.7% | $95,585-78.8% | $142,382-85.7% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 17.94% | 210.33%-192.4pp | 38.56%-20.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $905 | $2,779-67.4% | $2,527-64.2% | $4,299-78.9% |
| Participant deferral / active EE | $1,200 | $4,352-72.4% | $4,023-70.2% | $6,507-81.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |