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 | $17,159 | $117,983-85.5% | $101,794-83.1% | $142,382-87.9% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.2%+0.4pp | 80.1%-10.6pp |
| Annual return | 18.06% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,383 | $2,773-50.1% | $2,289-39.6% | $4,299-67.8% |
| Participant deferral / active EE | $1,853 | $4,714-60.7% | $4,084-54.6% | $6,507-71.5% |
| Admin fee / account holder | $178 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |