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 | $31,519 | $51,576-38.9% | $129,207-75.6% | $80,856-61.0% |
| Participation rate | 6.7% | 57.0%-50.3pp | 69.6%-62.9pp | 67.6%-61.0pp |
| Annual return | 32.18% | 20.81%+11.4pp | 9417.33%-9385.2pp | 35.59%-3.4pp |
| Employer contribution / active EE | $444 | $1,584-72.0% | $4,153-89.3% | $2,755-83.9% |
| Participant deferral / active EE | $884 | $2,669-66.9% | $4,168-78.8% | $4,296-79.4% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |