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 | $26,862 | $67,823-60.4% | $52,425-48.8% | $137,256-80.4% |
| Participation rate | 45.5% | 63.9%-18.5pp | 55.6%-10.2pp | 80.0%-34.5pp |
| Annual return | 23.36% | 219.11%-195.7pp | 302.12%-278.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,117 | $1,163-4.0% | $914+22.1% | $4,156-73.1% |
| Participant deferral / active EE | $2,140 | $2,288-6.5% | $1,790+19.5% | $6,407-66.6% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |