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 | $50,743 | $100,773-49.6% | $88,946-43.0% | $142,382-64.4% |
| Participation rate | 46.2% | 74.3%-28.1pp | 68.8%-22.7pp | 80.1%-34.0pp |
| Annual return | 24.71% | 70.18%-45.5pp | 57.82%-33.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,442 | $2,918-50.6% | $2,555-43.6% | $4,299-66.5% |
| Participant deferral / active EE | $4,808 | $5,230-8.1% | $4,581+4.9% | $6,507-26.1% |
| Admin fee / account holder | $87 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |