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 | $67,912 | $90,348-24.8% | $75,972-10.6% | $145,922-53.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 11.65% | 620.88%-609.2pp | 359.55%-347.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,217 | $3,311-2.9% | $2,685+19.8% | $4,660-31.0% |
| Participant deferral / active EE | $3,217 | $5,162-37.7% | $4,255-24.4% | $6,688-51.9% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |