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 7-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 | $114,166 | $113,339+0.7% | $94,993+20.2% | $147,584-22.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 8.98% | 20.77%-11.8pp | 27.12%-18.1pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,500 | $3,160-52.5% | $2,603-42.4% | $4,876-69.2% |
| Participant deferral / active EE | $11,625 | $3,777+207.8% | $3,317+250.5% | $5,439+113.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |