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 | $21,964 | $46,553-52.8% | $64,056-65.7% | $75,163-70.8% |
| Participation rate | 22.5% | 65.9%-43.4pp | 72.3%-49.8pp | 67.2%-44.7pp |
| Annual return | 47.03% | 26.03%+21.0pp | 33.69%+13.3pp | 160.62%-113.6pp |
| Employer contribution / active EE | $1,958 | $1,974-0.8% | $2,747-28.7% | $2,670-26.7% |
| Participant deferral / active EE | $1,891 | $2,837-33.3% | $3,880-51.3% | $4,125-54.2% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |