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 | $23,197 | $127,065-81.7% | $113,168-79.5% | $142,382-83.7% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 23.02% | 24.03%-1.0pp | 24.27%-1.2pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,432 | $3,442-58.4% | $2,975-51.9% | $4,299-66.7% |
| Participant deferral / active EE | $3,092 | $5,716-45.9% | $5,107-39.4% | $6,507-52.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |