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 | $38,400 | $177,572-78.4% | $154,803-75.2% | $142,382-73.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 23.70% | 65.07%-41.4pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $4,245 | $4,810-11.8% | $4,305-1.4% | $4,299-1.3% |
| Participant deferral / active EE | $11,246 | $6,272+79.3% | $5,540+103.0% | $6,507+72.8% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |