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 | $35,019 | $112,729-68.9% | $98,716-64.5% | $137,256-74.5% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 19.14% | 38.48%-19.3pp | 31.81%-12.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,064 | $2,725-61.0% | $2,279-53.3% | $4,156-74.4% |
| Participant deferral / active EE | $2,641 | $4,640-43.1% | $4,048-34.7% | $6,407-58.8% |
| Admin fee / account holder | $270 | $10,129-97.3% | $8,703-96.9% | $12,270-97.8% |