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 | $29,468 | $172,111-82.9% | $150,298-80.4% | $137,256-78.5% |
| Participation rate | 56.5% | 81.7%-25.2pp | 77.8%-21.2pp | 80.0%-23.4pp |
| Annual return | 37.86% | 69.37%-31.5pp | 62.79%-24.9pp | 220.34%-182.5pp |
| Employer contribution / active EE | $1,284 | $4,636-72.3% | $4,154-69.1% | $4,156-69.1% |
| Participant deferral / active EE | $3,847 | $6,166-37.6% | $5,453-29.4% | $6,407-39.9% |
| Admin fee / account holder | $146 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |