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 | $30,770 | $148,534-79.3% | $135,903-77.4% | $139,434-77.9% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 28.99% | 79.19%-50.2pp | 68.23%-39.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $1,372 | $5,243-73.8% | $4,856-71.7% | $4,751-71.1% |
| Participant deferral / active EE | $5,596 | $8,100-30.9% | $7,758-27.9% | $6,710-16.6% |
| Admin fee / account holder | $216 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |