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 | $24,671 | $148,534-83.4% | $135,903-81.8% | $139,434-82.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 39.00% | 79.19%-40.2pp | 68.23%-29.2pp | 372.94%-333.9pp |
| Employer contribution / active EE | $3,453 | $5,243-34.1% | $4,856-28.9% | $4,751-27.3% |
| Participant deferral / active EE | $9,372 | $8,100+15.7% | $7,758+20.8% | $6,710+39.7% |
| Admin fee / account holder | $66 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |