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 | $64,181 | $159,602-59.8% | $150,045-57.2% | $142,382-54.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 23.37% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,889 | $4,961-61.9% | $4,693-59.8% | $4,299-56.1% |
| Participant deferral / active EE | $4,223 | $8,310-49.2% | $7,997-47.2% | $6,507-35.1% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |