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 | $35,851 | $159,901-77.6% | $146,958-75.6% | $145,922-75.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.60% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,741 | $5,286-48.1% | $4,933-44.4% | $4,660-41.2% |
| Participant deferral / active EE | $5,667 | $8,428-32.8% | $8,070-29.8% | $6,688-15.3% |
| Admin fee / account holder | $143 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |