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 | $27,607 | $114,381-75.9% | $107,525-74.3% | $142,382-80.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 25.64% | 242.71%-217.1pp | 181.32%-155.7pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,838 | $4,015-54.2% | $3,754-51.0% | $4,299-57.2% |
| Participant deferral / active EE | $3,232 | $5,564-41.9% | $5,116-36.8% | $6,507-50.3% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |