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 | $31,738 | $104,974-69.8% | $95,585-66.8% | $142,382-77.7% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.1%-7.8pp | 80.1%-15.8pp |
| Annual return | 33.62% | 210.33%-176.7pp | 38.56%-4.9pp | 217.08%-183.5pp |
| Employer contribution / active EE | $1,489 | $2,779-46.4% | $2,527-41.1% | $4,299-65.4% |
| Participant deferral / active EE | $5,838 | $4,352+34.1% | $4,023+45.1% | $6,507-10.3% |
| Admin fee / account holder | $150 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |