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 | $77,360 | $117,983-34.4% | $101,794-24.0% | $142,382-45.7% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 18.27% | 36.92%-18.6pp | 30.53%-12.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,724 | $2,773-1.7% | $2,289+19.0% | $4,299-36.6% |
| Participant deferral / active EE | $7,326 | $4,714+55.4% | $4,084+79.4% | $6,507+12.6% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |