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 | $55,617 | $87,166-36.2% | $76,735-27.5% | $137,256-59.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 16.91% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,204 | $2,904-58.5% | $2,454-50.9% | $4,156-71.0% |
| Participant deferral / active EE | $7,377 | $4,726+56.1% | $4,088+80.5% | $6,407+15.1% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |