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 6-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 | $32,937 | $202,432-83.7% | $169,368-80.6% | $139,434-76.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 22.83% | 531.74%-508.9pp | 405.60%-382.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,405 | $4,692-48.7% | $4,013-40.1% | $4,751-49.4% |
| Participant deferral / active EE | $3,588 | $6,938-48.3% | $6,221-42.3% | $6,710-46.5% |
| Admin fee / account holder | $264 | $10,708-97.5% | $9,003-97.1% | $11,403-97.7% |