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 | $80,209 | $172,478-53.5% | $145,661-44.9% | $142,382-43.7% |
| Participation rate | 25.0% | 80.1%-55.1pp | 77.2%-52.2pp | 80.1%-55.1pp |
| Annual return | 91.22% | 151.09%-59.9pp | 101.46%-10.2pp | 217.08%-125.9pp |
| Employer contribution / active EE | $854 | $4,899-82.6% | $4,238-79.8% | $4,299-80.1% |
| Participant deferral / active EE | $5,650 | $8,348-32.3% | $7,198-21.5% | $6,507-13.2% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |