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 | $57,518 | $117,983-51.2% | $101,794-43.5% | $142,382-59.6% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.2%-23.0pp | 80.1%-34.0pp |
| Annual return | 21.51% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,134 | $2,773-23.0% | $2,289-6.8% | $4,299-50.4% |
| Participant deferral / active EE | $2,921 | $4,714-38.0% | $4,084-28.5% | $6,507-55.1% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |