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 | $41,323 | $101,618-59.3% | $93,063-55.6% | $137,256-69.9% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 24.47% | 223.95%-199.5pp | 34.15%-9.7pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,833 | $2,707+4.6% | $2,476+14.4% | $4,156-31.8% |
| Participant deferral / active EE | $10,222 | $4,279+138.9% | $3,958+158.2% | $6,407+59.5% |
| Admin fee / account holder | $38 | $6,198-99.4% | $6,033-99.4% | $12,270-99.7% |