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 | $67,683 | $114,381-40.8% | $107,525-37.1% | $142,382-52.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 22.52% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,456 | $4,015-13.9% | $3,754-7.9% | $4,299-19.6% |
| Participant deferral / active EE | $13,560 | $5,564+143.7% | $5,116+165.1% | $6,507+108.4% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |