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 | $43,541 | $100,773-56.8% | $88,946-51.0% | $142,382-69.4% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.8%-38.1pp | 80.1%-49.4pp |
| Annual return | 14.04% | 70.18%-56.1pp | 57.82%-43.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,017 | $2,918-65.1% | $2,555-60.2% | $4,299-76.3% |
| Participant deferral / active EE | $2,969 | $5,230-43.2% | $4,581-35.2% | $6,507-54.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |