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 | $25,575 | $53,516-52.2% | $126,539-79.8% | $84,808-69.8% |
| Participation rate | 24.1% | 58.2%-34.1pp | 69.8%-45.7pp | 68.3%-44.2pp |
| Annual return | 21.22% | 58.34%-37.1pp | 425.95%-404.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $751 | $1,535-51.1% | $3,674-79.6% | $2,631-71.5% |
| Participant deferral / active EE | $1,233 | $2,671-53.8% | $4,083-69.8% | $4,212-70.7% |
| Admin fee / account holder | $140 | $4,497-96.9% | $6,065-97.7% | $7,344-98.1% |