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 | $35,829 | $109,982-67.4% | $97,226-63.1% | $145,922-75.4% |
| Participation rate | 46.2% | 75.9%-29.8pp | 72.7%-26.5pp | 80.3%-34.1pp |
| Annual return | 9.04% | 242.90%-233.9pp | 75.13%-66.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,132 | $3,084-30.9% | $2,729-21.9% | $4,660-54.2% |
| Participant deferral / active EE | $3,810 | $4,676-18.5% | $4,264-10.7% | $6,688-43.0% |
| Admin fee / account holder | $152 | $6,221-97.6% | $5,654-97.3% | $13,397-98.9% |