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 | $50,749 | $72,071-29.6% | $68,368-25.8% | $137,256-63.0% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 20.03% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,281 | $2,788-54.1% | $2,649-51.6% | $4,156-69.2% |
| Participant deferral / active EE | $7,112 | $4,410+61.3% | $4,123+72.5% | $6,407+11.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |