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 | $28,512 | $154,365-81.5% | $130,231-78.1% | $139,434-79.6% |
| Participation rate | 42.9% | 79.9%-37.1pp | 76.3%-33.4pp | 80.3%-37.5pp |
| Annual return | 66.94% | 30.34%+36.6pp | 38.77%+28.2pp | 372.94%-306.0pp |
| Employer contribution / active EE | $1,016 | $5,170-80.4% | $4,126-75.4% | $4,751-78.6% |
| Participant deferral / active EE | $7,868 | $8,498-7.4% | $6,799+15.7% | $6,710+17.3% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |