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 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.3%-52.3pp | 80.1%-50.1pp |
| Annual return | 29.13% | 70.24%-41.1pp | 62.55%-33.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,940 | $4,961-60.9% | $4,693-58.7% | $4,299-54.9% |
| Participant deferral / active EE | $2,970 | $8,310-64.3% | $7,997-62.9% | $6,507-54.4% |
| Admin fee / account holder | $97 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |