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 | $21,973 | $118,450-81.4% | $98,439-77.7% | $139,434-84.2% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 29.17% | 18.94%+10.2pp | 21.16%+8.0pp | 372.94%-343.8pp |
| Employer contribution / active EE | $2,172 | $3,609-39.8% | $3,048-28.7% | $4,751-54.3% |
| Participant deferral / active EE | $6,084 | $5,392+12.8% | $4,738+28.4% | $6,710-9.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |