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 | $23,258 | $110,257-78.9% | $96,544-75.9% | $139,434-83.3% |
| Participation rate | 56.5% | 78.1%-21.6pp | 76.0%-19.4pp | 80.3%-23.8pp |
| Annual return | 21.59% | 26.32%-4.7pp | 25.84%-4.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,614 | $3,620-55.4% | $2,965-45.6% | $4,751-66.0% |
| Participant deferral / active EE | $4,396 | $5,548-20.8% | $4,851-9.4% | $6,710-34.5% |
| Admin fee / account holder | $278 | $11,591-97.6% | $8,252-96.6% | $11,403-97.6% |