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 5-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 | $34,150 | $140,940-75.8% | $112,229-69.6% | $139,434-75.5% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 34.76% | 32.71%+2.1pp | 30.20%+4.6pp | 372.94%-338.2pp |
| Employer contribution / active EE | $3,451 | $4,283-19.4% | $3,430+0.6% | $4,751-27.4% |
| Participant deferral / active EE | $7,152 | $5,874+21.8% | $4,798+49.1% | $6,710+6.6% |
| Admin fee / account holder | $114 | $9,954-98.9% | $7,748-98.5% | $11,403-99.0% |