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 | $35,230 | $111,754-68.5% | $103,333-65.9% | $145,922-75.9% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 11.23% | 24.77%-13.5pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,185 | $4,212-71.9% | $3,868-69.4% | $4,660-74.6% |
| Participant deferral / active EE | $4,286 | $5,619-23.7% | $5,057-15.3% | $6,688-35.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |