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 | $17,357 | $148,534-88.3% | $135,903-87.2% | $139,434-87.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 43.49% | 79.19%-35.7pp | 68.23%-24.7pp | 372.94%-329.5pp |
| Employer contribution / active EE | $1,953 | $5,243-62.7% | $4,856-59.8% | $4,751-58.9% |
| Participant deferral / active EE | $6,265 | $8,100-22.7% | $7,758-19.2% | $6,710-6.6% |
| Admin fee / account holder | $48 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |