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 | $29,694 | $214,378-86.1% | $200,582-85.2% | $142,382-79.1% |
| Participation rate | 44.4% | 87.4%-43.0pp | 86.9%-42.4pp | 80.1%-35.7pp |
| Annual return | 22.24% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,581 | $6,841-76.9% | $6,419-75.4% | $4,299-63.2% |
| Participant deferral / active EE | $3,399 | $9,865-65.5% | $9,331-63.6% | $6,507-47.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |