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 4-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 | $39,931 | $111,754-64.3% | $103,333-61.4% | $145,922-72.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 20.78% | 24.77%-4.0pp | 24.88%-4.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $4,078 | $4,212-3.2% | $3,868+5.4% | $4,660-12.5% |
| Participant deferral / active EE | $17,256 | $5,619+207.1% | $5,057+241.2% | $6,688+158.0% |
| Admin fee / account holder | $77 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |