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 | $18,342 | $100,773-81.8% | $88,946-79.4% | $142,382-87.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 25.63% | 70.18%-44.5pp | 57.82%-32.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,537 | $2,918-47.3% | $2,555-39.9% | $4,299-64.3% |
| Participant deferral / active EE | $2,006 | $5,230-61.6% | $4,581-56.2% | $6,507-69.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |