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 | $10,104 | $56,053-82.0% | $75,972-86.7% | $80,856-87.5% |
| Participation rate | 36.1% | 62.0%-25.9pp | 69.1%-32.9pp | 67.6%-31.5pp |
| Annual return | 16.15% | 20.53%-4.4pp | 359.55%-343.4pp | 35.59%-19.4pp |
| Employer contribution / active EE | $917 | $1,874-51.0% | $2,685-65.8% | $2,755-66.7% |
| Participant deferral / active EE | $1,148 | $3,052-62.4% | $4,255-73.0% | $4,296-73.3% |
| Admin fee / account holder | $37 | $5,234-99.3% | $6,467-99.4% | $6,918-99.5% |