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 | $28,008 | $74,888-62.6% | $71,209-60.7% | $142,382-80.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 23.74% | 345.14%-321.4pp | 282.51%-258.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,129 | $2,854-25.4% | $2,721-21.8% | $4,299-50.5% |
| Participant deferral / active EE | $4,626 | $4,454+3.9% | $4,175+10.8% | $6,507-28.9% |
| Admin fee / account holder | $117 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |