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 | $51,149 | $201,272-74.6% | $184,203-72.2% | $145,922-64.9% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.8pp |
| Annual return | 26.14% | 29.00%-2.9pp | 28.81%-2.7pp | 561.29%-535.1pp |
| Employer contribution / active EE | $3,036 | $7,022-56.8% | $6,427-52.8% | $4,660-34.9% |
| Participant deferral / active EE | $3,192 | $9,806-67.4% | $9,131-65.0% | $6,688-52.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |