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 10-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 | $17,245 | $91,037-81.1% | $71,671-75.9% | $147,584-88.3% |
| Participation rate | 54.5% | 76.1%-21.6pp | 68.7%-14.2pp | 82.8%-28.3pp |
| Annual return | 41.89% | 20.48%+21.4pp | 20.65%+21.2pp | 578.55%-536.7pp |
| Employer contribution / active EE | $3,894 | $3,327+17.0% | $2,460+58.3% | $4,876-20.1% |
| Participant deferral / active EE | $3,967 | $4,498-11.8% | $3,438+15.4% | $5,439-27.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |