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 | $25,024 | $154,228-83.8% | $145,433-82.8% | $137,256-81.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 20.43% | 74.59%-54.2pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,590 | $4,804-66.9% | $4,554-65.1% | $4,156-61.7% |
| Participant deferral / active EE | $2,647 | $8,216-67.8% | $7,897-66.5% | $6,407-58.7% |
| Admin fee / account holder | $163 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |