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 | $160,402 | $177,572-9.7% | $154,803+3.6% | $142,382+12.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 110.13% | 65.07%+45.1pp | 58.88%+51.2pp | 217.08%-106.9pp |
| Employer contribution / active EE | $2,500 | $4,810-48.0% | $4,305-41.9% | $4,299-41.8% |
| Participant deferral / active EE | $11,700 | $6,272+86.6% | $5,540+111.2% | $6,507+79.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |