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 | $35,949 | $114,381-68.6% | $107,525-66.6% | $142,382-74.8% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 28.56% | 242.71%-214.1pp | 181.32%-152.8pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,748 | $4,015-56.5% | $3,754-53.4% | $4,299-59.3% |
| Participant deferral / active EE | $6,642 | $5,564+19.4% | $5,116+29.8% | $6,507+2.1% |
| Admin fee / account holder | $127 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |