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 | $27,458 | $99,877-72.5% | $84,966-67.7% | $145,922-81.2% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.3pp | 80.3%-34.1pp |
| Annual return | 16.31% | 83.76%-67.4pp | 66.38%-50.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,810 | $5,291-46.9% | $4,519-37.8% | $6,688-58.0% |
| Admin fee / account holder | $112 | $7,248-98.5% | $6,149-98.2% | $13,397-99.2% |