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 | $57,005 | $159,602-64.3% | $150,045-62.0% | $142,382-60.0% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 24.89% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,384 | $4,961-51.9% | $4,693-49.2% | $4,299-44.5% |
| Participant deferral / active EE | $8,045 | $8,310-3.2% | $7,997+0.6% | $6,507+23.6% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |