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 | $69,367 | $178,174-61.1% | $156,181-55.6% | $137,256-49.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 31.50% | 84.19%-52.7pp | 64.87%-33.4pp | 220.34%-188.8pp |
| Employer contribution / active EE | $2,708 | $4,972-45.5% | $4,294-36.9% | $4,156-34.8% |
| Participant deferral / active EE | $12,028 | $6,888+74.6% | $6,132+96.1% | $6,407+87.7% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |