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 | $36,424 | $238,490-84.7% | $180,183-79.8% | $142,382-74.4% |
| Participation rate | 0.0% | 82.3%-82.3pp | 77.4%-77.4pp | 80.1%-80.1pp |
| Annual return | 25.85% | 33.56%-7.7pp | 27.86%-2.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,935 | $6,143-52.2% | $5,039-41.7% | $4,299-31.7% |
| Participant deferral / active EE | $9,451 | $7,996+18.2% | $6,822+38.5% | $6,507+45.2% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |