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 | $35,529 | $175,202-79.7% | $149,673-76.3% | $139,434-74.5% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 71.00% | 166.71%-95.7pp | 134.42%-63.4pp | 372.94%-301.9pp |
| Employer contribution / active EE | $1,952 | $5,474-64.3% | $4,818-59.5% | $4,751-58.9% |
| Participant deferral / active EE | $4,790 | $6,519-26.5% | $5,680-15.7% | $6,710-28.6% |
| Admin fee / account holder | $80 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |