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 | $54,365 | $106,584-49.0% | $101,326-46.3% | $142,382-61.8% |
| Participation rate | 20.0% | 82.7%-62.7pp | 81.5%-61.5pp | 80.1%-60.1pp |
| Annual return | 24.13% | 36.93%-12.8pp | 36.82%-12.7pp | 217.08%-193.0pp |
| Employer contribution / active EE | $945 | $3,956-76.1% | $3,665-74.2% | $4,299-78.0% |
| Participant deferral / active EE | $3,245 | $8,297-60.9% | $7,994-59.4% | $6,507-50.1% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |