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 | $47,499 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 193.56% | 70.24%+123.3pp | 62.55%+131.0pp | 217.08%-23.5pp |
| Employer contribution / active EE | $2,730 | $4,961-45.0% | $4,693-41.8% | $4,299-36.5% |
| Participant deferral / active EE | $11,583 | $8,310+39.4% | $7,997+44.8% | $6,507+78.0% |
| Admin fee / account holder | $89 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |