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 | $20,556 | $51,638-60.2% | $68,368-69.9% | $82,448-75.1% |
| Participation rate | 57.7% | 63.6%-5.9pp | 73.8%-16.1pp | 68.1%-10.4pp |
| Annual return | 26.89% | 37.53%-10.6pp | 292.57%-265.7pp | 41.64%-14.8pp |
| Employer contribution / active EE | $1,489 | $2,047-27.2% | $2,649-43.8% | $2,551-41.6% |
| Participant deferral / active EE | $5,277 | $2,914+81.1% | $4,123+28.0% | $4,139+27.5% |
| Admin fee / account holder | $264 | $4,643-94.3% | $5,150-94.9% | $7,234-96.4% |