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 | $23,878 | $100,970-76.4% | $96,576-75.3% | $137,256-82.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 19.39% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,308 | $3,809-65.7% | $3,553-63.2% | $4,156-68.5% |
| Participant deferral / active EE | $2,931 | $8,286-64.6% | $7,956-63.2% | $6,407-54.3% |
| Admin fee / account holder | $142 | $11,312-98.7% | $11,381-98.8% | $12,270-98.8% |