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 | $48,861 | $159,602-69.4% | $150,045-67.4% | $142,382-65.7% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 29.39% | 70.24%-40.8pp | 62.55%-33.2pp | 217.08%-187.7pp |
| Employer contribution / active EE | $1,354 | $4,961-72.7% | $4,693-71.2% | $4,299-68.5% |
| Participant deferral / active EE | $7,139 | $8,310-14.1% | $7,997-10.7% | $6,507+9.7% |
| Admin fee / account holder | $179 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |