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 | $34,453 | $100,773-65.8% | $88,946-61.3% | $142,382-75.8% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.8%-23.4pp | 80.1%-34.7pp |
| Annual return | 20.99% | 70.18%-49.2pp | 57.82%-36.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,707 | $2,918-41.5% | $2,555-33.2% | $4,299-60.3% |
| Participant deferral / active EE | $1,822 | $5,230-65.2% | $4,581-60.2% | $6,507-72.0% |
| Admin fee / account holder | $32 | $9,693-99.7% | $8,261-99.6% | $12,624-99.7% |