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 4-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 | $157,734 | $201,259-21.6% | $184,200-14.4% | $145,959+8.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.14% | 28.98%-14.8pp | 28.80%-14.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $5,292 | $7,018-24.6% | $6,424-17.6% | $4,661+13.5% |
| Participant deferral / active EE | $15,333 | $9,806+56.4% | $9,132+67.9% | $6,689+129.2% |
| Admin fee / account holder | $184 | $16,372-98.9% | $13,907-98.7% | $13,398-98.6% |