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 | $40,278 | $148,534-72.9% | $135,903-70.4% | $139,434-71.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 31.91% | 79.19%-47.3pp | 68.23%-36.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $1,387 | $5,243-73.6% | $4,856-71.4% | $4,751-70.8% |
| Participant deferral / active EE | $6,400 | $8,100-21.0% | $7,758-17.5% | $6,710-4.6% |
| Admin fee / account holder | $107 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |