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 3-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 | $42,408 | $111,754-62.1% | $103,333-59.0% | $145,922-70.9% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 19.39% | 24.77%-5.4pp | 24.88%-5.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,397 | $4,212-66.8% | $3,868-63.9% | $4,660-70.0% |
| Participant deferral / active EE | $4,017 | $5,619-28.5% | $5,057-20.6% | $6,688-39.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |