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 | $20,590 | $100,773-79.6% | $88,946-76.9% | $142,382-85.5% |
| Participation rate | 58.3% | 74.3%-16.0pp | 68.8%-10.5pp | 80.1%-21.8pp |
| Annual return | 22.18% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $988 | $2,918-66.1% | $2,555-61.3% | $4,299-77.0% |
| Participant deferral / active EE | $1,818 | $5,230-65.2% | $4,581-60.3% | $6,507-72.1% |
| Admin fee / account holder | $74 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |