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 | $18,318 | $172,111-89.4% | $150,298-87.8% | $137,256-86.7% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 25.71% | 69.37%-43.7pp | 62.79%-37.1pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,124 | $4,636-75.8% | $4,154-72.9% | $4,156-73.0% |
| Participant deferral / active EE | $2,025 | $6,166-67.2% | $5,453-62.9% | $6,407-68.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |