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 | $85,178 | $74,888+13.7% | $71,209+19.6% | $142,382-40.2% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.1%-63.5pp |
| Annual return | 28.88% | 345.14%-316.3pp | 282.51%-253.6pp | 217.08%-188.2pp |
| Employer contribution / active EE | $2,471 | $2,854-13.4% | $2,721-9.2% | $4,299-42.5% |
| Participant deferral / active EE | $2,471 | $4,454-44.5% | $4,175-40.8% | $6,507-62.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |