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 | $70,785 | $51,638+37.1% | $68,368+3.5% | $82,448-14.1% |
| Participation rate | 8.3% | 63.6%-55.3pp | 73.8%-65.4pp | 68.1%-59.7pp |
| Annual return | 29.51% | 37.53%-8.0pp | 292.57%-263.1pp | 41.64%-12.1pp |
| Employer contribution / active EE | $535 | $2,047-73.9% | $2,649-79.8% | $2,551-79.0% |
| Participant deferral / active EE | $1,646 | $2,914-43.5% | $4,123-60.1% | $4,139-60.2% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |