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 | $20,815 | $117,983-82.4% | $101,794-79.6% | $142,382-85.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 71.46% | 36.92%+34.5pp | 30.53%+40.9pp | 217.08%-145.6pp |
| Employer contribution / active EE | $1,761 | $2,773-36.5% | $2,289-23.1% | $4,299-59.0% |
| Participant deferral / active EE | $3,086 | $4,714-34.5% | $4,084-24.4% | $6,507-52.6% |
| Admin fee / account holder | $1 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |