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 | $47,784 | $100,773-52.6% | $88,946-46.3% | $142,382-66.4% |
| Participation rate | 23.1% | 74.3%-51.2pp | 68.8%-45.8pp | 80.1%-57.0pp |
| Annual return | 18.15% | 70.18%-52.0pp | 57.82%-39.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $503 | $2,918-82.7% | $2,555-80.3% | $4,299-88.3% |
| Participant deferral / active EE | $1,555 | $5,230-70.3% | $4,581-66.1% | $6,507-76.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |