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 | $12,416 | $169,032-92.7% | $129,207-90.4% | $145,922-91.5% |
| Participation rate | 30.0% | 76.4%-46.4pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 13.86% | 14330.11%-14316.3pp | 9417.33%-9403.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,153 | $5,537-79.2% | $4,153-72.2% | $4,660-75.3% |
| Participant deferral / active EE | $1,403 | $4,987-71.9% | $4,168-66.3% | $6,688-79.0% |
| Admin fee / account holder | $136 | $9,954-98.6% | $7,715-98.2% | $13,397-99.0% |