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 | $34,315 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 31.16% | 74.59%-43.4pp | 66.58%-35.4pp | 220.34%-189.2pp |
| Employer contribution / active EE | $1,280 | $4,804-73.4% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $2,993 | $8,216-63.6% | $7,897-62.1% | $6,407-53.3% |
| Admin fee / account holder | $37 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |