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 | $43,822 | $133,958-67.3% | $112,228-61.0% | $134,475-67.4% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | 23.65% | 47.11%-23.5pp | 27.45%-3.8pp | 417.96%-394.3pp |
| Employer contribution / active EE | $2,361 | $4,038-41.5% | $3,635-35.0% | $4,740-50.2% |
| Participant deferral / active EE | $5,649 | $5,291+6.8% | $4,728+19.5% | $6,400-11.7% |
| Admin fee / account holder | $36 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |