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 6-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 | $39,351 | $117,983-66.6% | $101,794-61.3% | $142,382-72.4% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.2%-27.1pp | 80.1%-38.0pp |
| Annual return | 15.43% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,123 | $2,773-59.5% | $2,289-50.9% | $4,299-73.9% |
| Participant deferral / active EE | $1,565 | $4,714-66.8% | $4,084-61.7% | $6,507-75.9% |
| Admin fee / account holder | $293 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |