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 | $25,401 | $127,065-80.0% | $113,168-77.6% | $142,382-82.2% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 20.85% | 24.03%-3.2pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,507 | $3,442-56.2% | $2,975-49.3% | $4,299-64.9% |
| Participant deferral / active EE | $2,599 | $5,716-54.5% | $5,107-49.1% | $6,507-60.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |