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 | $16,497 | $77,899-78.8% | $149,673-89.0% | $75,163-78.1% |
| Participation rate | 64.3% | 65.6%-1.3pp | 78.8%-14.5pp | 67.2%-2.9pp |
| Annual return | 27.75% | 31.72%-4.0pp | 134.42%-106.7pp | 160.62%-132.9pp |
| Employer contribution / active EE | $1,377 | $3,137-56.1% | $4,818-71.4% | $2,670-48.4% |
| Participant deferral / active EE | $2,994 | $3,411-12.2% | $5,680-47.3% | $4,125-27.4% |
| Admin fee / account holder | $256 | $5,956-95.7% | $13,210-98.1% | $5,651-95.5% |