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 | $49,367 | $109,904-55.1% | $97,167-49.2% | $145,959-66.2% |
| Participation rate | 38.5% | 75.9%-37.5pp | 72.7%-34.2pp | 80.3%-41.8pp |
| Annual return | 23.47% | 243.43%-220.0pp | 75.27%-51.8pp | 561.95%-538.5pp |
| Employer contribution / active EE | $1,435 | $3,084-53.5% | $2,729-47.4% | $4,661-69.2% |
| Participant deferral / active EE | $4,158 | $4,676-11.1% | $4,264-2.5% | $6,689-37.8% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |