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 | $43,540 | $85,022-48.8% | $70,515-38.3% | $139,434-68.8% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 22.39% | 30.38%-8.0pp | 32.77%-10.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,293 | $3,909-15.7% | $2,973+10.8% | $4,751-30.7% |
| Participant deferral / active EE | $3,293 | $5,890-44.1% | $4,567-27.9% | $6,710-50.9% |
| Admin fee / account holder | $125 | $8,906-98.6% | $6,412-98.1% | $11,403-98.9% |