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 | $50,865 | $109,413-53.5% | $156,263-67.4% | $84,808-40.0% |
| Participation rate | 28.0% | 72.7%-44.7pp | 78.9%-50.9pp | 68.3%-40.3pp |
| Annual return | 23.66% | 20.18%+3.5pp | 59.47%-35.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,341 | $2,907-53.9% | $4,333-69.0% | $2,631-49.0% |
| Participant deferral / active EE | $3,473 | $4,590-24.3% | $6,158-43.6% | $4,212-17.5% |
| Admin fee / account holder | $21 | $9,357-99.8% | $14,255-99.8% | $7,344-99.7% |