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 | $49,684 | $106,515-53.4% | $96,683-48.6% | $139,434-64.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 27.71% | 38.43%-10.7pp | 35.69%-8.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,779 | $4,103-56.6% | $3,737-52.4% | $4,751-62.5% |
| Participant deferral / active EE | $13,010 | $5,454+138.5% | $4,878+166.7% | $6,710+93.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |