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 | $58,164 | $159,602-63.6% | $150,045-61.2% | $142,382-59.1% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.3%-43.4pp | 80.1%-41.2pp |
| Annual return | 23.40% | 70.24%-46.8pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,759 | $4,961-64.5% | $4,693-62.5% | $4,299-59.1% |
| Participant deferral / active EE | $4,478 | $8,310-46.1% | $7,997-44.0% | $6,507-31.2% |
| Admin fee / account holder | $14 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |