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 | $11,779 | $97,744-87.9% | $103,476-88.6% | $145,922-91.9% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.1pp |
| Annual return | 40.68% | 25.41%+15.3pp | 23.90%+16.8pp | 561.29%-520.6pp |
| Employer contribution / active EE | $2,622 | $4,677-43.9% | $4,672-43.9% | $4,660-43.7% |
| Participant deferral / active EE | $3,376 | $6,603-48.9% | $6,623-49.0% | $6,688-49.5% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |