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 | $87,950 | $124,425-29.3% | $112,040-21.5% | $137,256-35.9% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 52.24% | 24.72%+27.5pp | 24.52%+27.7pp | 220.34%-168.1pp |
| Employer contribution / active EE | $1,221 | $3,411-64.2% | $2,954-58.7% | $4,156-70.6% |
| Participant deferral / active EE | $6,391 | $5,718+11.8% | $5,098+25.4% | $6,407-0.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |