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 | $111,172 | $87,166+27.5% | $76,735+44.9% | $137,256-19.0% |
| Participation rate | 11.1% | 74.4%-63.2pp | 69.5%-58.4pp | 80.0%-68.8pp |
| Annual return | 26.19% | 26.50%-0.3pp | 29.77%-3.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,278 | $2,904-56.0% | $2,454-47.9% | $4,156-69.3% |
| Participant deferral / active EE | $2,415 | $4,726-48.9% | $4,088-40.9% | $6,407-62.3% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |