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 | $26,246 | $117,983-77.8% | $101,794-74.2% | $142,382-81.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 26.40% | 36.92%-10.5pp | 30.53%-4.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,224 | $2,773-19.8% | $2,289-2.8% | $4,299-48.3% |
| Participant deferral / active EE | $2,411 | $4,714-48.9% | $4,084-41.0% | $6,507-63.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |