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 | $48,558 | $214,378-77.3% | $200,582-75.8% | $142,382-65.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 27.55% | 46.41%-18.9pp | 42.33%-14.8pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,895 | $6,841-72.3% | $6,419-70.5% | $4,299-55.9% |
| Participant deferral / active EE | $4,810 | $9,865-51.2% | $9,331-48.5% | $6,507-26.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |