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 | $43,593 | $148,534-70.7% | $135,903-67.9% | $139,434-68.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 28.84% | 79.19%-50.3pp | 68.23%-39.4pp | 372.94%-344.1pp |
| Employer contribution / active EE | $1,659 | $5,243-68.3% | $4,856-65.8% | $4,751-65.1% |
| Participant deferral / active EE | $6,889 | $8,100-14.9% | $7,758-11.2% | $6,710+2.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |