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 | $24,891 | $183,519-86.4% | $155,509-84.0% | $145,922-82.9% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.0pp | 80.3%-17.1pp |
| Annual return | 14.91% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,623 | $5,313-50.6% | $4,672-43.9% | $4,660-43.7% |
| Participant deferral / active EE | $3,357 | $6,462-48.1% | $5,626-40.3% | $6,688-49.8% |
| Admin fee / account holder | $104 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |