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 | $43,326 | $148,534-70.8% | $135,903-68.1% | $139,434-68.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 27.73% | 79.19%-51.5pp | 68.23%-40.5pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,316 | $5,243-74.9% | $4,856-72.9% | $4,751-72.3% |
| Participant deferral / active EE | $7,588 | $8,100-6.3% | $7,758-2.2% | $6,710+13.1% |
| Admin fee / account holder | $261 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |