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 | $77,911 | $89,753-13.2% | $107,525-27.5% | $84,808-8.1% |
| Participation rate | 25.9% | 68.1%-42.1pp | 75.1%-49.1pp | 68.3%-42.4pp |
| Annual return | 69.82% | 29.48%+40.3pp | 181.32%-111.5pp | 40.90%+28.9pp |
| Employer contribution / active EE | $3,236 | $3,113+3.9% | $3,754-13.8% | $2,631+23.0% |
| Participant deferral / active EE | $5,786 | $4,056+42.6% | $5,116+13.1% | $4,212+37.4% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |