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 | $79,678 | $179,726-55.7% | $156,263-49.0% | $142,382-44.0% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.9%-17.4pp | 80.1%-18.6pp |
| Annual return | 22.22% | 77.86%-55.6pp | 59.47%-37.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,190 | $5,069-56.8% | $4,333-49.5% | $4,299-49.1% |
| Participant deferral / active EE | $6,548 | $6,956-5.9% | $6,158+6.3% | $6,507+0.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |