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 3-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 | $36,718 | $111,535-67.1% | $105,223-65.1% | $137,256-73.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 25.74% | 237.85%-212.1pp | 180.65%-154.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,613 | $3,939-59.0% | $3,689-56.3% | $4,156-61.2% |
| Participant deferral / active EE | $7,142 | $5,500+29.9% | $5,072+40.8% | $6,407+11.5% |
| Admin fee / account holder | $51 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |