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 | $41,672 | $127,065-67.2% | $113,168-63.2% | $142,382-70.7% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 21.95% | 24.03%-2.1pp | 24.27%-2.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,999 | $3,442-41.9% | $2,975-32.8% | $4,299-53.5% |
| Participant deferral / active EE | $3,859 | $5,716-32.5% | $5,107-24.4% | $6,507-40.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |