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 | $22,681 | $117,983-80.8% | $101,794-77.7% | $142,382-84.1% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.2%-15.3pp | 80.1%-26.3pp |
| Annual return | 83.03% | 36.92%+46.1pp | 30.53%+52.5pp | 217.08%-134.0pp |
| Employer contribution / active EE | $1,037 | $2,773-62.6% | $2,289-54.7% | $4,299-75.9% |
| Participant deferral / active EE | $1,459 | $4,714-69.0% | $4,084-64.3% | $6,507-77.6% |
| Admin fee / account holder | $153 | $10,433-98.5% | $8,777-98.3% | $12,624-98.8% |