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 | $122,644 | $167,484-26.8% | $151,611-19.1% | $134,475-8.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -15.07% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $27,000 | $6,829+295.4% | $6,166+337.9% | $4,740+469.7% |
| Participant deferral / active EE | $18,000 | $8,986+100.3% | $8,363+115.2% | $6,400+181.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |