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 5-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 | $43,227 | $113,339-61.9% | $94,993-54.5% | $147,584-70.7% |
| Participation rate | 68.2% | 78.0%-9.8pp | 73.9%-5.7pp | 82.8%-14.6pp |
| Annual return | 20.42% | 20.77%-0.3pp | 27.12%-6.7pp | 578.55%-558.1pp |
| Employer contribution / active EE | $770 | $3,160-75.6% | $2,603-70.4% | $4,876-84.2% |
| Participant deferral / active EE | $2,878 | $3,777-23.8% | $3,317-13.2% | $5,439-47.1% |
| Admin fee / account holder | $10 | $6,063-99.8% | $4,960-99.8% | $10,885-99.9% |