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 | $18,091 | $99,877-81.9% | $84,966-78.7% | $145,922-87.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 15.54% | 83.76%-68.2pp | 66.38%-50.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,142 | $3,231-64.7% | $2,727-58.1% | $4,660-75.5% |
| Participant deferral / active EE | $1,301 | $5,291-75.4% | $4,519-71.2% | $6,688-80.5% |
| Admin fee / account holder | $74 | $7,248-99.0% | $6,149-98.8% | $13,397-99.5% |