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 | $20,442 | $154,228-86.7% | $145,433-85.9% | $137,256-85.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 28.49% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.8pp |
| Employer contribution / active EE | $3,107 | $4,804-35.3% | $4,554-31.8% | $4,156-25.3% |
| Participant deferral / active EE | $4,025 | $8,216-51.0% | $7,897-49.0% | $6,407-37.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |