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 3-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 | $30,844 | $106,515-71.0% | $96,683-68.1% | $139,434-77.9% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 50.32% | 38.43%+11.9pp | 35.69%+14.6pp | 372.94%-322.6pp |
| Employer contribution / active EE | $4,480 | $4,103+9.2% | $3,737+19.9% | $4,751-5.7% |
| Participant deferral / active EE | $11,462 | $5,454+110.2% | $4,878+135.0% | $6,710+70.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |