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 | $112,729-76.7% | $98,716-73.4% | $137,256-80.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 26.40% | 38.48%-12.1pp | 31.81%-5.4pp | 220.34%-193.9pp |
| Employer contribution / active EE | $2,224 | $2,725-18.4% | $2,279-2.4% | $4,156-46.5% |
| Participant deferral / active EE | $2,411 | $4,640-48.0% | $4,048-40.4% | $6,407-62.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |