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 | $61,342 | $177,572-65.5% | $154,803-60.4% | $142,382-56.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 21.51% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,355 | $4,810-71.8% | $4,305-68.5% | $4,299-68.5% |
| Participant deferral / active EE | $12,124 | $6,272+93.3% | $5,540+118.8% | $6,507+86.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |