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 | $69,112 | $100,773-31.4% | $88,946-22.3% | $142,382-51.5% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 26.36% | 70.18%-43.8pp | 57.82%-31.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,174 | $2,918-59.8% | $2,555-54.1% | $4,299-72.7% |
| Participant deferral / active EE | $7,713 | $5,230+47.5% | $4,581+68.4% | $6,507+18.5% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |