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 | $22,687 | $159,602-85.8% | $150,045-84.9% | $142,382-84.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 30.97% | 70.24%-39.3pp | 62.55%-31.6pp | 217.08%-186.1pp |
| Employer contribution / active EE | $2,362 | $4,961-52.4% | $4,693-49.7% | $4,299-45.1% |
| Participant deferral / active EE | $4,662 | $8,310-43.9% | $7,997-41.7% | $6,507-28.4% |
| Admin fee / account holder | $285 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |