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 | $36,141 | $101,724-64.5% | $164,813-78.1% | $80,856-55.3% |
| Participation rate | 53.1% | 71.8%-18.7pp | 78.6%-25.5pp | 67.6%-14.5pp |
| Annual return | 16.99% | 16.72%+0.3pp | 69.93%-52.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,394 | $2,953+14.9% | $4,341-21.8% | $2,755+23.2% |
| Participant deferral / active EE | $7,198 | $4,477+60.8% | $6,031+19.3% | $4,296+67.6% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |