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 | $15,094 | $117,983-87.2% | $101,794-85.2% | $142,382-89.4% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.2%-10.1pp | 80.1%-21.0pp |
| Annual return | 26.06% | 36.92%-10.9pp | 30.53%-4.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,279 | $2,773-53.9% | $2,289-44.1% | $4,299-70.2% |
| Participant deferral / active EE | $1,279 | $4,714-72.9% | $4,084-68.7% | $6,507-80.3% |
| Admin fee / account holder | $12 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |