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 | $51,056 | $133,922-61.9% | $116,228-56.1% | $142,382-64.1% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 19.65% | 147.76%-128.1pp | 90.06%-70.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,112 | $3,446-38.7% | $2,994-29.5% | $4,299-50.9% |
| Participant deferral / active EE | $5,503 | $5,672-3.0% | $4,953+11.1% | $6,507-15.4% |
| Admin fee / account holder | $298 | $14,945-98.0% | $11,989-97.5% | $12,624-97.6% |