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 | $21,934 | $69,207-68.3% | $64,056-65.8% | $139,434-84.3% |
| Participation rate | 46.2% | 75.6%-29.4pp | 72.3%-26.1pp | 80.3%-34.2pp |
| Annual return | 17.07% | 45.88%-28.8pp | 33.69%-16.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $581 | $3,182-81.7% | $2,747-78.8% | $4,751-87.8% |
| Participant deferral / active EE | $5,950 | $4,682+27.1% | $3,880+53.3% | $6,710-11.3% |
| Admin fee / account holder | $235 | $4,244-94.5% | $3,068-92.3% | $11,403-97.9% |