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 | $26,157 | $72,071-63.7% | $68,368-61.7% | $137,256-80.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 20.60% | 353.14%-332.5pp | 292.57%-272.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,814 | $2,788-34.9% | $2,649-31.5% | $4,156-56.3% |
| Participant deferral / active EE | $3,252 | $4,410-26.3% | $4,123-21.1% | $6,407-49.2% |
| Admin fee / account holder | $187 | $5,336-96.5% | $5,150-96.4% | $12,270-98.5% |