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 6-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 | $39,102 | $104,907-62.7% | $84,611-53.8% | $152,861-74.4% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 27.72% | 373.79%-346.1pp | 258.74%-231.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,317 | $3,302+0.5% | $2,652+25.1% | $4,762-30.4% |
| Participant deferral / active EE | $9,423 | $4,688+101.0% | $3,899+141.7% | $5,850+61.1% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |