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 | $81,856 | $148,534-44.9% | $135,903-39.8% | $139,434-41.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 23.72% | 79.19%-55.5pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $11,841 | $5,243+125.8% | $4,856+143.8% | $4,751+149.2% |
| Participant deferral / active EE | $4,007 | $8,100-50.5% | $7,758-48.4% | $6,710-40.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |