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 | $97,721 | $95,266+2.6% | $82,389+18.6% | $142,382-31.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 17.86% | 25.74%-7.9pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,947 | $2,991-1.5% | $2,517+17.1% | $4,299-31.5% |
| Participant deferral / active EE | $2,947 | $4,809-38.7% | $4,155-29.1% | $6,507-54.7% |
| Admin fee / account holder | $100 | $8,563-98.8% | $7,231-98.6% | $12,624-99.2% |