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 | $35,720 | $104,974-66.0% | $95,585-62.6% | $142,382-74.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 11.83% | 210.33%-198.5pp | 38.56%-26.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $719 | $2,779-74.1% | $2,527-71.6% | $4,299-83.3% |
| Participant deferral / active EE | $1,219 | $4,352-72.0% | $4,023-69.7% | $6,507-81.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |