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 | $41,881 | $90,348-53.6% | $75,972-44.9% | $145,922-71.3% |
| Participation rate | 61.5% | 74.5%-12.9pp | 69.1%-7.5pp | 80.3%-18.7pp |
| Annual return | 39.15% | 620.88%-581.7pp | 359.55%-320.4pp | 561.29%-522.1pp |
| Employer contribution / active EE | $3,008 | $3,311-9.1% | $2,685+12.0% | $4,660-35.4% |
| Participant deferral / active EE | $7,488 | $5,162+45.1% | $4,255+76.0% | $6,688+12.0% |
| Admin fee / account holder | $208 | $8,467-97.5% | $6,467-96.8% | $13,397-98.4% |