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 | $32,541 | $154,228-78.9% | $145,433-77.6% | $137,256-76.3% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 29.13% | 74.59%-45.5pp | 66.58%-37.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,940 | $4,804-59.6% | $4,554-57.4% | $4,156-53.3% |
| Participant deferral / active EE | $2,970 | $8,216-63.9% | $7,897-62.4% | $6,407-53.6% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |