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 | $41,816 | $111,535-62.5% | $105,223-60.3% | $137,256-69.5% |
| Participation rate | 61.9% | 78.1%-16.2pp | 75.0%-13.1pp | 80.0%-18.1pp |
| Annual return | 19.91% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,661 | $3,939-57.8% | $3,689-55.0% | $4,156-60.0% |
| Participant deferral / active EE | $5,506 | $5,500+0.1% | $5,072+8.6% | $6,407-14.1% |
| Admin fee / account holder | $166 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |