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 | $134,729 | $172,111-21.7% | $150,298-10.4% | $137,256-1.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 24.69% | 69.37%-44.7pp | 62.79%-38.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $5,250 | $4,636+13.2% | $4,154+26.4% | $4,156+26.3% |
| Participant deferral / active EE | $15,500 | $6,166+151.4% | $5,453+184.3% | $6,407+141.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |